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Disclosery

Apella Capital, LLC: DFUV position timeline

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

Apella Capital, LLC held 1,072,946 DFUV 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 1,072,946 shares
    Change vs previous 13F +2,871 shares

    0.76% of the 13F portfolio, value $59,494,869.

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

  2. period ended2026-06-30
    13F 1,070,075 shares
    Change vs previous 13F -4,864 shares

    0.83% of the 13F portfolio, value $58,757,839.

    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 1,074,939 shares
    Change vs previous 13F +336,721 shares

    0.81% of the 13F portfolio, value $54,746,665.

    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 738,218 shares
    Change vs previous 13F -83,685 shares

    0.68% of the 13F portfolio, value $34,393,570.

    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 821,903 shares
    Change vs previous 13F -11,269 shares

    0.81% of the 13F portfolio, value $36,254,120.

    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 833,172 shares
    Change vs previous 13F +347,714 shares

    0.96% of the 13F portfolio, value $35,568,103.

    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 485,458 shares
    Change vs previous 13F -1,051 shares

    0.65% of the 13F portfolio, value $18,928,007.

    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 486,509 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $19,907,938.

    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).