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Disclosery

Apella Capital, LLC: DOCS position timeline

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

Apella Capital, LLC held 59,488 DOCS 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 59,488 shares
    Change vs previous 13F +802 shares

    0.02% of the 13F portfolio, value $1,647,223.

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

  2. period ended2026-06-30
    13F 58,686 shares
    Change vs previous 13F -163 shares

    0.02% of the 13F portfolio, value $1,334,520.

    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 58,849 shares
    Change vs previous 13F -2,173 shares

    0.02% of the 13F portfolio, value $1,454,159.

    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 61,022 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $2,702,054.

    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 61,026 shares
    Change vs previous 13F -8,848 shares

    0.09% of the 13F portfolio, value $4,108,881.

    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 69,874 shares
    Change vs previous 13F -9,165 shares

    0.12% of the 13F portfolio, value $4,252,532.

    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 79,039 shares
    Change vs previous 13F +9,719 shares

    0.15% of the 13F portfolio, value $4,394,568.

    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 69,320 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,700,995.

    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).