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Disclosery

Apella Capital, LLC: DFLV position timeline

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

Apella Capital, LLC held 1,975,047 DFLV 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 1,975,047 shares
    Change vs previous 13F +438,936 shares

    1.02% of the 13F portfolio, value $80,048,670.

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

  2. period ended2026-06-30
    13F 1,536,111 shares
    Change vs previous 13F +71,379 shares

    0.87% of the 13F portfolio, value $61,260,115.

    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 1,464,732 shares
    Change vs previous 13F +145,829 shares

    0.81% of the 13F portfolio, value $54,707,738.

    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 1,318,903 shares
    Change vs previous 13F +140,392 shares

    0.89% of the 13F portfolio, value $45,119,656.

    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 1,178,511 shares
    Change vs previous 13F +198,275 shares

    0.85% of the 13F portfolio, value $38,136,611.

    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 980,236 shares
    Change vs previous 13F +260,654 shares

    0.83% of the 13F portfolio, value $30,759,814.

    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 719,582 shares
    Change vs previous 13F +451,215 shares

    0.71% of the 13F portfolio, value $20,767,129.

    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 268,367 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,059,060.

    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).