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Disclosery

Apella Capital, LLC: DFIS position timeline

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

Apella Capital, LLC held 307,644 DFIS 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 307,644 shares
    Change vs previous 13F +159,618 shares

    0.14% of the 13F portfolio, value $11,019,822.

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

  2. period ended2026-06-30
    13F 148,026 shares
    Change vs previous 13F +3,520 shares

    0.07% of the 13F portfolio, value $5,247,532.

    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 144,506 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,261,482.

    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).