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Disclosery

Apella Capital, LLC: DISV position timeline

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

Apella Capital, LLC held 539,929 DISV 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 539,929 shares
    Change vs previous 13F +249,375 shares

    0.29% of the 13F portfolio, value $23,017,189.

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

  2. period ended2026-06-30
    13F 290,554 shares
    Change vs previous 13F +12,792 shares

    0.17% of the 13F portfolio, value $11,874,940.

    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 277,762 shares
    Change vs previous 13F +272,343 shares

    0.17% of the 13F portfolio, value $11,649,332.

    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 5,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,922.

    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).