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Disclosery

Apella Capital, LLC: DFNM position timeline

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

Apella Capital, LLC held 1,690,582 DFNM 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 1,690,582 shares
    Change vs previous 13F +99,676 shares

    0.99% of the 13F portfolio, value $77,885,128.

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

  2. period ended2026-06-30
    13F 1,590,906 shares
    Change vs previous 13F +270,730 shares

    1.09% of the 13F portfolio, value $76,813,732.

    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 1,320,176 shares
    Change vs previous 13F +638,280 shares

    0.95% of the 13F portfolio, value $63,896,512.

    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 681,896 shares
    Change vs previous 13F +25,054 shares

    0.65% of the 13F portfolio, value $32,846,906.

    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 656,842 shares
    Change vs previous 13F +45,450 shares

    0.71% of the 13F portfolio, value $31,718,893.

    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 611,392 shares
    Change vs previous 13F -32,091 shares

    0.79% of the 13F portfolio, value $29,022,763.

    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 643,483 shares
    Change vs previous 13F +90,834 shares

    1.04% of the 13F portfolio, value $30,185,785.

    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 552,649 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $26,400,058.

    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).