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Disclosery

Apella Capital, LLC: DFAC position timeline

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

Apella Capital, LLC held 17,175,406 DFAC 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 17,175,406 shares
    Change vs previous 13F +1,064,750 shares

    9.85% of the 13F portfolio, value $775,984,844.

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

  2. period ended2026-06-30
    13F 16,110,656 shares
    Change vs previous 13F +386,133 shares

    10.08% of the 13F portfolio, value $713,379,842.

    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 15,724,523 shares
    Change vs previous 13F +1,809,569 shares

    9.83% of the 13F portfolio, value $661,845,193.

    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 13,914,954 shares
    Change vs previous 13F +394,315 shares

    10.89% of the 13F portfolio, value $550,893,032.

    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 13,520,639 shares
    Change vs previous 13F +738,940 shares

    11.46% of the 13F portfolio, value $515,001,141.

    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 12,781,699 shares
    Change vs previous 13F +969,442 shares

    12.55% of the 13F portfolio, value $462,825,320.

    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 11,812,257 shares
    Change vs previous 13F +1,216,362 shares

    12.9% of the 13F portfolio, value $375,747,903.

    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 10,595,895 shares
    Change vs previous 13F not available

    14.06% of the 13F portfolio, value $366,512,023.

    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).