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Disclosery

Apella Capital, LLC: DFAW position timeline

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

Apella Capital, LLC held 164,441 DFAW 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 164,441 shares
    Change vs previous 13F +5,258 shares

    0.18% of the 13F portfolio, value $13,794,940.

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

  2. period ended2026-06-30
    13F 159,183 shares
    Change vs previous 13F +15,900 shares

    0.19% of the 13F portfolio, value $13,164,423.

    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 143,283 shares
    Change vs previous 13F +15,775 shares

    0.17% of the 13F portfolio, value $11,441,158.

    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 127,508 shares
    Change vs previous 13F +19,240 shares

    0.19% of the 13F portfolio, value $9,433,025.

    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 108,268 shares
    Change vs previous 13F +10,141 shares

    0.17% of the 13F portfolio, value $7,723,804.

    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 98,127 shares
    Change vs previous 13F +10,237 shares

    0.18% of the 13F portfolio, value $6,617,670.

    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 87,890 shares
    Change vs previous 13F +18,918 shares

    0.18% of the 13F portfolio, value $5,180,248.

    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 68,972 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,307,962.

    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).