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Disclosery

Apella Capital, LLC: ED position timeline

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

Apella Capital, LLC held 9,026 ED 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 9,026 shares
    Change vs previous 13F +408 shares

    0.01% of the 13F portfolio, value $944,472.

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

  2. period ended2026-06-30
    13F 8,618 shares
    Change vs previous 13F -101 shares

    0.01% of the 13F portfolio, value $973,752.

    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 8,719 shares
    Change vs previous 13F +3,018 shares

    0.01% of the 13F portfolio, value $960,403.

    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 5,701 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $566,225.

    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 5,456 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $551,444.

    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 5,376 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $536,039.

    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 5,308 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $561,416.

    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).