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Disclosery

Apella Capital, LLC: DFSV position timeline

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

Apella Capital, LLC held 0 DFSV 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 0 shares
    Change vs previous 13F -483,548 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 483,548 shares
    Change vs previous 13F +54,878 shares

    0.26% of the 13F portfolio, value $18,650,459.

    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 428,670 shares
    Change vs previous 13F +378,802 shares

    0.24% of the 13F portfolio, value $15,882,218.

    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 49,868 shares
    Change vs previous 13F +25,121 shares

    0.03% of the 13F portfolio, value $1,640,158.

    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 24,747 shares
    Change vs previous 13F +284 shares

    0.02% of the 13F portfolio, value $769,380.

    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 24,463 shares
    Change vs previous 13F +8,125 shares

    0.02% of the 13F portfolio, value $743,442.

    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 16,338 shares
    Change vs previous 13F +8,986 shares

    0.01% of the 13F portfolio, value $431,641.

    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 7,352 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,295.

    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).