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Apella Capital, LLC: DES position timeline

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

Apella Capital, LLC held 25,957 DES 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 25,957 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $992,596.

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

  2. period ended2026-06-30
    13F 26,457 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,059,338.

    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 26,457 shares
    Change vs previous 13F +715 shares

    0.02% of the 13F portfolio, value $1,014,891.

    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 25,742 shares
    Change vs previous 13F -465 shares

    0.02% of the 13F portfolio, value $861,070.

    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 26,207 shares
    Change vs previous 13F +465 shares

    0.02% of the 13F portfolio, value $862,734.

    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 25,742 shares
    Change vs previous 13F -2,040 shares

    0.02% of the 13F portfolio, value $841,249.

    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 27,782 shares
    Change vs previous 13F -712 shares

    0.03% of the 13F portfolio, value $832,349.

    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 28,494 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $978,769.

    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).