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Apella Capital, LLC: EAGG position timeline

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

Apella Capital, LLC held 251,660 EAGG 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 251,660 shares
    Change vs previous 13F +15,464 shares

    0.14% of the 13F portfolio, value $11,362,444.

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

  2. period ended2026-06-30
    13F 236,196 shares
    Change vs previous 13F +10,275 shares

    0.16% of the 13F portfolio, value $11,108,277.

    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 225,921 shares
    Change vs previous 13F +10,139 shares

    0.16% of the 13F portfolio, value $10,808,072.

    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 215,782 shares
    Change vs previous 13F +4,400 shares

    0.2% of the 13F portfolio, value $10,325,171.

    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 211,382 shares
    Change vs previous 13F +15,648 shares

    0.23% of the 13F portfolio, value $10,235,103.

    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 195,734 shares
    Change vs previous 13F +3,654 shares

    0.25% of the 13F portfolio, value $9,207,331.

    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 192,080 shares
    Change vs previous 13F -2,231 shares

    0.31% of the 13F portfolio, value $9,027,774.

    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 194,311 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,023,783.

    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).