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Disclosery

Apella Capital, LLC: DFIV position timeline

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

Apella Capital, LLC held 2,083,562 DFIV 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 2,083,562 shares
    Change vs previous 13F +140,512 shares

    1.46% of the 13F portfolio, value $115,033,483.

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

  2. period ended2026-06-30
    13F 1,943,050 shares
    Change vs previous 13F +47,883 shares

    1.52% of the 13F portfolio, value $107,372,966.

    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 1,895,167 shares
    Change vs previous 13F +749,318 shares

    1.56% of the 13F portfolio, value $105,314,428.

    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 1,145,849 shares
    Change vs previous 13F -21,343 shares

    1.13% of the 13F portfolio, value $57,177,860.

    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 1,167,192 shares
    Change vs previous 13F -42,193 shares

    1.19% of the 13F portfolio, value $53,585,782.

    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 1,209,385 shares
    Change vs previous 13F -20,734 shares

    1.4% of the 13F portfolio, value $51,652,834.

    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 1,230,119 shares
    Change vs previous 13F -29,182 shares

    1.57% of the 13F portfolio, value $45,674,319.

    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 1,259,301 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $44,679,999.

    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).