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Disclosery

Apella Capital, LLC: CMF position timeline

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

Apella Capital, LLC held 236,278 CMF 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 236,278 shares
    Change vs previous 13F +31,585 shares

    0.16% of the 13F portfolio, value $12,723,593.

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

  2. period ended2026-06-30
    13F 204,693 shares
    Change vs previous 13F -7,817 shares

    0.17% of the 13F portfolio, value $11,765,743.

    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 212,510 shares
    Change vs previous 13F +149,807 shares

    0.18% of the 13F portfolio, value $12,210,826.

    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 62,703 shares
    Change vs previous 13F +3,036 shares

    0.07% of the 13F portfolio, value $3,602,938.

    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 59,667 shares
    Change vs previous 13F +4,722 shares

    0.08% of the 13F portfolio, value $3,430,227.

    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 54,945 shares
    Change vs previous 13F +12,370 shares

    0.08% of the 13F portfolio, value $3,055,491.

    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 42,575 shares
    Change vs previous 13F +5,470 shares

    0.08% of the 13F portfolio, value $2,343,745.

    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 37,105 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,125,401.

    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).