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Disclosery

Apella Capital, LLC: DFSB position timeline

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

Apella Capital, LLC held 194,439 DFSB 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 194,439 shares
    Change vs previous 13F +13,108 shares

    0.12% of the 13F portfolio, value $9,660,702.

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

  2. period ended2026-06-30
    13F 181,331 shares
    Change vs previous 13F +22,285 shares

    0.13% of the 13F portfolio, value $9,398,375.

    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 159,046 shares
    Change vs previous 13F +30,491 shares

    0.12% of the 13F portfolio, value $8,314,935.

    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 128,555 shares
    Change vs previous 13F +19,106 shares

    0.13% of the 13F portfolio, value $6,659,137.

    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 109,449 shares
    Change vs previous 13F +23,790 shares

    0.13% of the 13F portfolio, value $5,890,396.

    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 85,659 shares
    Change vs previous 13F +7,019 shares

    0.12% of the 13F portfolio, value $4,474,802.

    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 78,640 shares
    Change vs previous 13F +11,363 shares

    0.14% of the 13F portfolio, value $4,006,582.

    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 67,277 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,427,072.

    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).