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Disclosery

Apella Capital, LLC: DFSI position timeline

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

Apella Capital, LLC held 364,186 DFSI 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 364,186 shares
    Change vs previous 13F +60,432 shares

    0.21% of the 13F portfolio, value $16,293,680.

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

  2. period ended2026-06-30
    13F 303,754 shares
    Change vs previous 13F +13,843 shares

    0.2% of the 13F portfolio, value $13,848,153.

    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 289,911 shares
    Change vs previous 13F +77,453 shares

    0.2% of the 13F portfolio, value $13,341,708.

    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 212,458 shares
    Change vs previous 13F +20,698 shares

    0.18% of the 13F portfolio, value $9,102,776.

    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 191,760 shares
    Change vs previous 13F +37,417 shares

    0.18% of the 13F portfolio, value $7,913,918.

    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 154,343 shares
    Change vs previous 13F +9,227 shares

    0.16% of the 13F portfolio, value $6,036,341.

    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 145,116 shares
    Change vs previous 13F +31,754 shares

    0.17% of the 13F portfolio, value $4,904,923.

    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 113,362 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,723,944.

    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).