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Disclosery

Apella Capital, LLC: DFCF position timeline

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

Apella Capital, LLC held 5,086,367 DFCF 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 5,086,367 shares
    Change vs previous 13F +418,853 shares

    2.59% of the 13F portfolio, value $204,370,236.

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

  2. period ended2026-06-30
    13F 4,667,514 shares
    Change vs previous 13F +259,037 shares

    2.77% of the 13F portfolio, value $196,082,276.

    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 4,408,477 shares
    Change vs previous 13F +1,804,092 shares

    2.79% of the 13F portfolio, value $188,197,878.

    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 2,604,385 shares
    Change vs previous 13F +298,264 shares

    2.19% of the 13F portfolio, value $110,842,642.

    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 2,306,121 shares
    Change vs previous 13F +157,781 shares

    2.22% of the 13F portfolio, value $99,739,726.

    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 2,148,340 shares
    Change vs previous 13F +107,829 shares

    2.45% of the 13F portfolio, value $90,251,782.

    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 2,040,511 shares
    Change vs previous 13F +130,990 shares

    2.92% of the 13F portfolio, value $84,966,881.

    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 1,909,521 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $78,805,915.

    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).