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Disclosery

Apella Capital, LLC: DFUS position timeline

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

Apella Capital, LLC held 2,155,906 DFUS 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 2,155,906 shares
    Change vs previous 13F -43,810 shares

    2.32% of the 13F portfolio, value $182,497,435.

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

  2. period ended2026-06-30
    13F 2,199,716 shares
    Change vs previous 13F +19,165 shares

    2.54% of the 13F portfolio, value $179,892,806.

    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 2,180,551 shares
    Change vs previous 13F +956,292 shares

    2.51% of the 13F portfolio, value $168,796,471.

    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 1,224,259 shares
    Change vs previous 13F +62,139 shares

    1.79% of the 13F portfolio, value $90,803,290.

    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 1,162,120 shares
    Change vs previous 13F -15,132 shares

    1.86% of the 13F portfolio, value $83,521,563.

    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 1,177,252 shares
    Change vs previous 13F +461,706 shares

    2.15% of the 13F portfolio, value $79,393,885.

    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 715,546 shares
    Change vs previous 13F +57,052 shares

    1.44% of the 13F portfolio, value $41,988,211.

    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 658,494 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $41,978,965.

    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).