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Disclosery

Apella Capital, LLC: D position timeline

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

Apella Capital, LLC held 30,898 D 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 30,898 shares
    Change vs previous 13F +3,098 shares

    0.02% of the 13F portfolio, value $1,901,180.

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

  2. period ended2026-06-30
    13F 27,800 shares
    Change vs previous 13F -445 shares

    0.03% of the 13F portfolio, value $1,941,274.

    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 28,245 shares
    Change vs previous 13F +16,419 shares

    0.03% of the 13F portfolio, value $1,763,083.

    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 11,826 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $692,874.

    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 11,963 shares
    Change vs previous 13F +4,002 shares

    0.02% of the 13F portfolio, value $725,182.

    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 7,961 shares
    Change vs previous 13F -425 shares

    0.01% of the 13F portfolio, value $449,327.

    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 8,386 shares
    Change vs previous 13F +920 shares

    0.02% of the 13F portfolio, value $438,164.

    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 7,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $402,101.

    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).