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Disclosery

Apella Capital, LLC: DFAE position timeline

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

Apella Capital, LLC held 698,801 DFAE 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 698,801 shares
    Change vs previous 13F +90,764 shares

    0.35% of the 13F portfolio, value $27,735,392.

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

  2. period ended2026-06-30
    13F 608,037 shares
    Change vs previous 13F -2,107 shares

    0.33% of the 13F portfolio, value $23,543,182.

    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 610,144 shares
    Change vs previous 13F +457,039 shares

    0.34% of the 13F portfolio, value $23,100,057.

    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 153,105 shares
    Change vs previous 13F +50,234 shares

    0.1% of the 13F portfolio, value $4,986,642.

    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 102,871 shares
    Change vs previous 13F -11,832 shares

    0.07% of the 13F portfolio, value $3,298,057.

    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 114,703 shares
    Change vs previous 13F +10,618 shares

    0.09% of the 13F portfolio, value $3,308,047.

    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 104,085 shares
    Change vs previous 13F -2,590 shares

    0.09% of the 13F portfolio, value $2,540,716.

    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 106,675 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,706,351.

    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).