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Disclosery

Apella Capital, LLC: DFIC position timeline

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

Apella Capital, LLC held 5,071,742 DFIC 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 5,071,742 shares
    Change vs previous 13F +298,872 shares

    2.4% of the 13F portfolio, value $189,378,853.

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

  2. period ended2026-06-30
    13F 4,772,870 shares
    Change vs previous 13F +220,410 shares

    2.53% of the 13F portfolio, value $179,268,986.

    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 4,552,460 shares
    Change vs previous 13F +256,005 shares

    2.57% of the 13F portfolio, value $172,902,440.

    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 4,296,455 shares
    Change vs previous 13F +349,438 shares

    2.93% of the 13F portfolio, value $148,055,832.

    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 3,947,017 shares
    Change vs previous 13F +300,396 shares

    2.89% of the 13F portfolio, value $129,856,844.

    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 3,646,621 shares
    Change vs previous 13F +391,777 shares

    3.05% of the 13F portfolio, value $112,534,739.

    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 3,254,844 shares
    Change vs previous 13F +452,415 shares

    2.97% of the 13F portfolio, value $86,676,501.

    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 2,802,429 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $72,428,778.

    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).