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Disclosery

Apella Capital, LLC: CVS position timeline

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

Apella Capital, LLC held 8,209 CVS 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 8,209 shares
    Change vs previous 13F +1,269 shares

    0.01% of the 13F portfolio, value $721,979.

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

  2. period ended2026-06-30
    13F 6,940 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $724,086.

    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 6,823 shares
    Change vs previous 13F +1,877 shares

    0.01% of the 13F portfolio, value $527,436.

    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 4,946 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $392,479.

    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 4,976 shares
    Change vs previous 13F +1,019 shares

    0.01% of the 13F portfolio, value $404,937.

    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 3,957 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $263,836.

    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 3,838 shares
    Change vs previous 13F +3,838 shares

    0.01% of the 13F portfolio, value $269,337.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.