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Disclosery

Apella Capital, LLC: DIA position timeline

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

Apella Capital, LLC held 2,963 DIA 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 2,963 shares
    Change vs previous 13F -473 shares

    0.02% of the 13F portfolio, value $1,513,928.

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

  2. period ended2026-06-30
    13F 3,436 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $1,815,555.

    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 3,476 shares
    Change vs previous 13F +575 shares

    0.03% of the 13F portfolio, value $1,717,705.

    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 2,901 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $1,393,996.

    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 2,821 shares
    Change vs previous 13F +16 shares

    0.03% of the 13F portfolio, value $1,296,275.

    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 2,805 shares
    Change vs previous 13F +1,823 shares

    0.03% of the 13F portfolio, value $1,245,427.

    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 982 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $398,727.

    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 880 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $374,440.

    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).