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Disclosery

Apella Capital, LLC: DFAS position timeline

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

Apella Capital, LLC held 396,207 DFAS 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 396,207 shares
    Change vs previous 13F +38,279 shares

    0.39% of the 13F portfolio, value $30,872,476.

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

  2. period ended2026-06-30
    13F 357,928 shares
    Change vs previous 13F +6,394 shares

    0.41% of the 13F portfolio, value $28,967,106.

    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 351,534 shares
    Change vs previous 13F +277,781 shares

    0.4% of the 13F portfolio, value $27,071,621.

    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 73,753 shares
    Change vs previous 13F +1,039 shares

    0.1% of the 13F portfolio, value $5,138,386.

    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 72,714 shares
    Change vs previous 13F -1,223 shares

    0.11% of the 13F portfolio, value $4,919,119.

    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 73,937 shares
    Change vs previous 13F +13,257 shares

    0.13% of the 13F portfolio, value $4,804,455.

    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 60,680 shares
    Change vs previous 13F -4,257 shares

    0.12% of the 13F portfolio, value $3,459,996.

    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 64,937 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,226,088.

    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).