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Disclosery

Apella Capital, LLC: BX position timeline

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

Apella Capital, LLC held 16,297 BX 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 16,297 shares
    Change vs previous 13F +570 shares

    0.02% of the 13F portfolio, value $1,822,513.

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

  2. period ended2026-06-30
    13F 15,727 shares
    Change vs previous 13F -553 shares

    0.03% of the 13F portfolio, value $1,901,233.

    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 16,280 shares
    Change vs previous 13F +4,521 shares

    0.03% of the 13F portfolio, value $2,101,421.

    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 11,759 shares
    Change vs previous 13F -128 shares

    0.04% of the 13F portfolio, value $1,812,577.

    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 11,887 shares
    Change vs previous 13F +109 shares

    0.04% of the 13F portfolio, value $1,877,757.

    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 11,778 shares
    Change vs previous 13F +3,462 shares

    0.05% of the 13F portfolio, value $1,801,875.

    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 8,316 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $1,142,243.

    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 8,390 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,446,623.

    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).