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Disclosery

Apella Capital, LLC: COST position timeline

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

Apella Capital, LLC held 5,096 COST 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 5,096 shares
    Change vs previous 13F +595 shares

    0.06% of the 13F portfolio, value $4,801,263.

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

  2. period ended2026-06-30
    13F 4,501 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $4,264,999.

    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 4,472 shares
    Change vs previous 13F +1,254 shares

    0.07% of the 13F portfolio, value $4,471,091.

    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 3,218 shares
    Change vs previous 13F +109 shares

    0.05% of the 13F portfolio, value $2,775,032.

    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 3,109 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $2,877,534.

    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 3,000 shares
    Change vs previous 13F -5 shares

    0.08% of the 13F portfolio, value $2,976,540.

    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 3,005 shares
    Change vs previous 13F +55 shares

    0.1% of the 13F portfolio, value $2,900,513.

    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 2,950 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,703,307.

    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).