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Disclosery

Apella Capital, LLC: DFSE position timeline

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

Apella Capital, LLC held 149,864 DFSE 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 149,864 shares
    Change vs previous 13F +46,868 shares

    0.09% of the 13F portfolio, value $7,277,252.

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

  2. period ended2026-06-30
    13F 102,996 shares
    Change vs previous 13F +7,449 shares

    0.07% of the 13F portfolio, value $4,884,071.

    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 95,547 shares
    Change vs previous 13F +17,528 shares

    0.07% of the 13F portfolio, value $4,535,950.

    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 78,019 shares
    Change vs previous 13F +10,058 shares

    0.06% of the 13F portfolio, value $3,236,234.

    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 67,961 shares
    Change vs previous 13F +16,033 shares

    0.06% of the 13F portfolio, value $2,815,220.

    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 51,928 shares
    Change vs previous 13F +4,081 shares

    0.05% of the 13F portfolio, value $1,966,496.

    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 47,847 shares
    Change vs previous 13F +10,842 shares

    0.05% of the 13F portfolio, value $1,522,984.

    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 37,005 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,226,020.

    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).