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Disclosery

Apella Capital, LLC: DFEM position timeline

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

Apella Capital, LLC held 1,879,918 DFEM 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 1,879,918 shares
    Change vs previous 13F +213,254 shares

    0.96% of the 13F portfolio, value $75,572,695.

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

  2. period ended2026-06-30
    13F 1,666,664 shares
    Change vs previous 13F +9,486 shares

    0.92% of the 13F portfolio, value $65,299,877.

    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 1,657,178 shares
    Change vs previous 13F +285,061 shares

    0.95% of the 13F portfolio, value $63,983,623.

    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 1,372,117 shares
    Change vs previous 13F +37,379 shares

    0.9% of the 13F portfolio, value $45,389,635.

    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 1,334,738 shares
    Change vs previous 13F -24,592 shares

    0.97% of the 13F portfolio, value $43,432,390.

    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 1,359,330 shares
    Change vs previous 13F +1,238 shares

    1.09% of the 13F portfolio, value $40,168,210.

    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 1,358,092 shares
    Change vs previous 13F -40,160 shares

    1.16% of the 13F portfolio, value $33,938,719.

    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 1,398,252 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $36,620,217.

    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).