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Disclosery

Apella Capital, LLC: DFGP position timeline

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

Apella Capital, LLC held 269,685 DFGP 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 269,685 shares
    Change vs previous 13F +101,865 shares

    0.18% of the 13F portfolio, value $14,044,131.

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

  2. period ended2026-06-30
    13F 167,820 shares
    Change vs previous 13F +142,896 shares

    0.13% of the 13F portfolio, value $9,100,048.

    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 24,924 shares
    Change vs previous 13F +8,936 shares

    0.02% of the 13F portfolio, value $1,363,825.

    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 15,988 shares
    Change vs previous 13F +8,441 shares

    0.02% of the 13F portfolio, value $864,455.

    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 7,547 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $423,726.

    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 7,547 shares
    Change vs previous 13F -2,471 shares

    0.01% of the 13F portfolio, value $410,406.

    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 10,018 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $529,451.

    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 10,020 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $529,357.

    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).