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Disclosery

Apella Capital, LLC: DFAI position timeline

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

Apella Capital, LLC held 1,190,538 DFAI 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 1,190,538 shares
    Change vs previous 13F +69,225 shares

    0.62% of the 13F portfolio, value $48,990,624.

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

  2. period ended2026-06-30
    13F 1,121,313 shares
    Change vs previous 13F +7,752 shares

    0.66% of the 13F portfolio, value $46,590,572.

    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 1,113,561 shares
    Change vs previous 13F +908,861 shares

    0.69% of the 13F portfolio, value $46,457,764.

    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 204,700 shares
    Change vs previous 13F +46,593 shares

    0.15% of the 13F portfolio, value $7,801,101.

    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 158,107 shares
    Change vs previous 13F -7,676 shares

    0.13% of the 13F portfolio, value $5,786,705.

    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 165,783 shares
    Change vs previous 13F -458 shares

    0.15% of the 13F portfolio, value $5,688,030.

    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 166,241 shares
    Change vs previous 13F +5,482 shares

    0.17% of the 13F portfolio, value $4,987,219.

    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 160,759 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,694,154.

    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).