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Disclosery

Apella Capital, LLC: DFAX position timeline

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

Apella Capital, LLC held 1,613,440 DFAX 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 1,613,440 shares
    Change vs previous 13F +10,910 shares

    0.76% of the 13F portfolio, value $59,826,355.

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

  2. period ended2026-06-30
    13F 1,602,530 shares
    Change vs previous 13F -10,320 shares

    0.83% of the 13F portfolio, value $58,604,527.

    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 1,612,850 shares
    Change vs previous 13F +499,063 shares

    0.88% of the 13F portfolio, value $59,578,696.

    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 1,113,787 shares
    Change vs previous 13F -43,713 shares

    0.72% of the 13F portfolio, value $36,454,236.

    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 1,157,500 shares
    Change vs previous 13F -17,496 shares

    0.81% of the 13F portfolio, value $36,519,111.

    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 1,174,996 shares
    Change vs previous 13F +114,048 shares

    0.93% of the 13F portfolio, value $34,368,640.

    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 1,060,948 shares
    Change vs previous 13F +188,056 shares

    0.91% of the 13F portfolio, value $26,502,469.

    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 872,892 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $21,700,091.

    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).