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Apella Capital, LLC: DAL position timeline

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

Apella Capital, LLC held 5,949 DAL 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 5,949 shares
    Change vs previous 13F +1,442 shares

    0.01% of the 13F portfolio, value $493,565.

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

  2. period ended2026-06-30
    13F 4,507 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $399,494.

    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 4,344 shares
    Change vs previous 13F +627 shares

    <0.01% of the 13F portfolio, value $311,567.

    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 3,717 shares
    Change vs previous 13F +164 shares

    0.01% of the 13F portfolio, value $257,983.

    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 3,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,615.

    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).