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Disclosery

Apella Capital, LLC: DFAR position timeline

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

Apella Capital, LLC held 0 DFAR 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 0 shares
    Change vs previous 13F -386,053 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 386,053 shares
    Change vs previous 13F -2,139 shares

    0.15% of the 13F portfolio, value $10,290,245.

    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 388,192 shares
    Change vs previous 13F +226,509 shares

    0.15% of the 13F portfolio, value $10,013,411.

    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 161,683 shares
    Change vs previous 13F +16,727 shares

    0.07% of the 13F portfolio, value $3,702,738.

    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 144,956 shares
    Change vs previous 13F +13,780 shares

    0.08% of the 13F portfolio, value $3,436,901.

    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 131,176 shares
    Change vs previous 13F +32,976 shares

    0.08% of the 13F portfolio, value $3,077,395.

    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 98,200 shares
    Change vs previous 13F +11,640 shares

    0.07% of the 13F portfolio, value $2,176,115.

    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 86,560 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,014,262.

    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).