Skip to content
Disclosery

Apella Capital, LLC: DFAT position timeline

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

Apella Capital, LLC held 2,045,430 DFAT 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 2,045,430 shares
    Change vs previous 13F -32,271 shares

    1.74% of the 13F portfolio, value $137,207,429.

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

  2. period ended2026-06-30
    13F 2,077,701 shares
    Change vs previous 13F -55,126 shares

    2.04% of the 13F portfolio, value $144,088,589.

    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 2,132,827 shares
    Change vs previous 13F +483,687 shares

    2.1% of the 13F portfolio, value $141,257,110.

    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 1,649,140 shares
    Change vs previous 13F -6,330 shares

    1.94% of the 13F portfolio, value $98,189,810.

    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 1,655,470 shares
    Change vs previous 13F -1,607 shares

    2.09% of the 13F portfolio, value $93,732,702.

    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 1,657,077 shares
    Change vs previous 13F +19,511 shares

    2.49% of the 13F portfolio, value $91,967,793.

    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 1,637,566 shares
    Change vs previous 13F -39,778 shares

    2.73% of the 13F portfolio, value $79,618,465.

    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 1,677,344 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $93,360,957.

    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).