Skip to content
Disclosery

Apella Capital, LLC: EFAV position timeline

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

Apella Capital, LLC held 49,633 EFAV 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 49,633 shares
    Change vs previous 13F -2,582 shares

    0.06% of the 13F portfolio, value $4,501,748.

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

  2. period ended2026-06-30
    13F 52,215 shares
    Change vs previous 13F -3,492 shares

    0.07% of the 13F portfolio, value $4,685,796.

    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 55,707 shares
    Change vs previous 13F -6,531 shares

    0.08% of the 13F portfolio, value $5,198,590.

    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 62,238 shares
    Change vs previous 13F -10,588 shares

    0.11% of the 13F portfolio, value $5,368,007.

    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 72,826 shares
    Change vs previous 13F -12,096 shares

    0.14% of the 13F portfolio, value $6,170,533.

    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 84,922 shares
    Change vs previous 13F -15,486 shares

    0.19% of the 13F portfolio, value $7,096,085.

    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 100,408 shares
    Change vs previous 13F -35,241 shares

    0.26% of the 13F portfolio, value $7,624,000.

    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 135,649 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,591,718.

    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).