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Disclosery

Apella Capital, LLC: DE position timeline

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

Apella Capital, LLC held 7,309 DE 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 7,309 shares
    Change vs previous 13F +750 shares

    0.06% of the 13F portfolio, value $4,800,841.

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

  2. period ended2026-06-30
    13F 6,559 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $3,958,989.

    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 6,512 shares
    Change vs previous 13F +57 shares

    0.06% of the 13F portfolio, value $3,844,799.

    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 6,455 shares
    Change vs previous 13F +45 shares

    0.06% of the 13F portfolio, value $3,005,112.

    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 6,410 shares
    Change vs previous 13F +699 shares

    0.07% of the 13F portfolio, value $2,930,247.

    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 5,711 shares
    Change vs previous 13F +150 shares

    0.08% of the 13F portfolio, value $2,914,370.

    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 5,561 shares
    Change vs previous 13F +3,349 shares

    0.09% of the 13F portfolio, value $2,516,926.

    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 2,212 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $937,222.

    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).