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Disclosery

Apella Capital, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 43,801 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,801 shares
    Change vs previous 13F +1,716 shares

    0.28% of the 13F portfolio, value $22,174,159.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,085 shares
    Change vs previous 13F -54 shares

    0.3% of the 13F portfolio, value $21,210,872.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 42,139 shares
    Change vs previous 13F +12,899 shares

    0.3% of the 13F portfolio, value $19,998,330.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 29,240 shares
    Change vs previous 13F +1,399 shares

    0.29% of the 13F portfolio, value $14,697,490.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 27,841 shares
    Change vs previous 13F +2,596 shares

    0.3% of the 13F portfolio, value $13,609,064.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 25,245 shares
    Change vs previous 13F +7,426 shares

    0.33% of the 13F portfolio, value $12,067,867.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 17,819 shares
    Change vs previous 13F +1,649 shares

    0.32% of the 13F portfolio, value $9,291,005.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 16,170 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,329,538.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).