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Disclosery

Apella Capital, LLC: DFGR position timeline

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

Apella Capital, LLC held 540,027 DFGR 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 540,027 shares
    Change vs previous 13F +197,223 shares

    0.18% of the 13F portfolio, value $14,434,927.

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

  2. period ended2026-06-30
    13F 342,804 shares
    Change vs previous 13F +12,597 shares

    0.14% of the 13F portfolio, value $10,099,018.

    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 330,207 shares
    Change vs previous 13F +6,567 shares

    0.14% of the 13F portfolio, value $9,566,095.

    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 323,640 shares
    Change vs previous 13F +42,775 shares

    0.17% of the 13F portfolio, value $8,550,573.

    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 280,865 shares
    Change vs previous 13F +21,869 shares

    0.17% of the 13F portfolio, value $7,662,006.

    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 258,996 shares
    Change vs previous 13F +14,360 shares

    0.19% of the 13F portfolio, value $6,946,281.

    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 244,636 shares
    Change vs previous 13F -43,912 shares

    0.21% of the 13F portfolio, value $6,057,179.

    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 288,548 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,369,504.

    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).