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Disclosery

Apella Capital, LLC: DTE position timeline

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

Apella Capital, LLC held 5,707 DTE 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 5,707 shares
    Change vs previous 13F +534 shares

    0.01% of the 13F portfolio, value $726,204.

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

  2. period ended2026-06-30
    13F 5,173 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $795,816.

    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 5,139 shares
    Change vs previous 13F +2,337 shares

    0.01% of the 13F portfolio, value $755,332.

    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 2,802 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $361,406.

    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 2,822 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $399,318.

    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 2,444 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $320,546.

    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 2,403 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $313,588.

    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).