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Disclosery

Apella Capital, LLC: DFAU position timeline

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

Apella Capital, LLC held 2,161,278 DFAU 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 2,161,278 shares
    Change vs previous 13F +30,973 shares

    1.46% of the 13F portfolio, value $115,217,749.

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

  2. period ended2026-06-30
    13F 2,130,305 shares
    Change vs previous 13F -23,235 shares

    1.56% of the 13F portfolio, value $110,158,067.

    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 2,153,540 shares
    Change vs previous 13F +2,044,648 shares

    1.57% of the 13F portfolio, value $105,760,371.

    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 108,892 shares
    Change vs previous 13F +13,026 shares

    0.1% of the 13F portfolio, value $5,096,124.

    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 95,866 shares
    Change vs previous 13F -3,364 shares

    0.1% of the 13F portfolio, value $4,344,647.

    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 99,230 shares
    Change vs previous 13F -9,177 shares

    0.11% of the 13F portfolio, value $4,233,147.

    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 108,407 shares
    Change vs previous 13F +20,178 shares

    0.14% of the 13F portfolio, value $4,039,261.

    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 88,229 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,572,400.

    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).