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Apella Capital, LLC: DRI position timeline

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

Apella Capital, LLC held 2,663 DRI 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 2,663 shares
    Change vs previous 13F +184 shares

    0.01% of the 13F portfolio, value $536,652.

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

  2. period ended2026-06-30
    13F 2,479 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $507,002.

    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 2,443 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $491,223.

    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 2,341 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $430,809.

    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 2,338 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $438,272.

    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 2,425 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $523,840.

    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 2,430 shares
    Change vs previous 13F +343 shares

    0.02% of the 13F portfolio, value $477,143.

    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 2,087 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,649.

    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).