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Disclosery

Apella Capital, LLC: DFSD position timeline

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

Apella Capital, LLC held 5,830,255 DFSD 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 5,830,255 shares
    Change vs previous 13F +409,368 shares

    3.45% of the 13F portfolio, value $271,981,373.

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

  2. period ended2026-06-30
    13F 5,420,887 shares
    Change vs previous 13F +174,560 shares

    3.65% of the 13F portfolio, value $258,522,107.

    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 5,246,327 shares
    Change vs previous 13F +736,646 shares

    3.75% of the 13F portfolio, value $252,925,410.

    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 4,509,681 shares
    Change vs previous 13F +506,782 shares

    4.27% of the 13F portfolio, value $216,239,208.

    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 4,002,899 shares
    Change vs previous 13F +606,441 shares

    4.32% of the 13F portfolio, value $194,060,526.

    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 3,396,458 shares
    Change vs previous 13F +702,057 shares

    4.41% of the 13F portfolio, value $162,758,291.

    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 2,694,401 shares
    Change vs previous 13F +1,023,221 shares

    4.39% of the 13F portfolio, value $127,795,417.

    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 1,671,180 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $78,344,940.

    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).