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Disclosery

Apella Capital, LLC: DFSU position timeline

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

Apella Capital, LLC held 524,914 DFSU 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 524,914 shares
    Change vs previous 13F +115,600 shares

    0.32% of the 13F portfolio, value $25,153,881.

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

  2. period ended2026-06-30
    13F 409,314 shares
    Change vs previous 13F +13,871 shares

    0.27% of the 13F portfolio, value $19,262,303.

    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 395,443 shares
    Change vs previous 13F +100,752 shares

    0.26% of the 13F portfolio, value $17,766,062.

    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 294,691 shares
    Change vs previous 13F +46,259 shares

    0.25% of the 13F portfolio, value $12,798,421.

    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 248,432 shares
    Change vs previous 13F +30,960 shares

    0.23% of the 13F portfolio, value $10,394,564.

    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 217,472 shares
    Change vs previous 13F +18,778 shares

    0.23% of the 13F portfolio, value $8,620,606.

    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 198,694 shares
    Change vs previous 13F +51,966 shares

    0.24% of the 13F portfolio, value $6,896,668.

    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 146,728 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,560,985.

    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).