Skip to content
Disclosery

Apella Capital, LLC: DFIP position timeline

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

Apella Capital, LLC held 217,046 DFIP 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 217,046 shares
    Change vs previous 13F -15,979 shares

    0.11% of the 13F portfolio, value $8,497,344.

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

  2. period ended2026-06-30
    13F 233,025 shares
    Change vs previous 13F +5,614 shares

    0.14% of the 13F portfolio, value $9,597,127.

    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 227,411 shares
    Change vs previous 13F +38,703 shares

    0.14% of the 13F portfolio, value $9,589,939.

    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 188,708 shares
    Change vs previous 13F +15,075 shares

    0.15% of the 13F portfolio, value $7,841,748.

    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 173,633 shares
    Change vs previous 13F +6,120 shares

    0.16% of the 13F portfolio, value $7,387,213.

    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 167,513 shares
    Change vs previous 13F +1,462 shares

    0.19% of the 13F portfolio, value $6,978,610.

    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 166,051 shares
    Change vs previous 13F +19,796 shares

    0.24% of the 13F portfolio, value $6,904,411.

    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 146,255 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,921,998.

    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).