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Disclosery

Apella Capital, LLC: EFV position timeline

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

Apella Capital, LLC held 113,348 EFV 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 113,348 shares
    Change vs previous 13F -1,648 shares

    0.11% of the 13F portfolio, value $8,846,815.

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

  2. period ended2026-06-30
    13F 114,996 shares
    Change vs previous 13F -2,267 shares

    0.13% of the 13F portfolio, value $8,983,475.

    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 117,263 shares
    Change vs previous 13F -4,892 shares

    0.14% of the 13F portfolio, value $9,218,019.

    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 122,155 shares
    Change vs previous 13F -10,070 shares

    0.17% of the 13F portfolio, value $8,723,061.

    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 132,225 shares
    Change vs previous 13F -8,847 shares

    0.2% of the 13F portfolio, value $8,997,884.

    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 141,072 shares
    Change vs previous 13F -7,246 shares

    0.24% of the 13F portfolio, value $8,904,470.

    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 148,318 shares
    Change vs previous 13F -24,226 shares

    0.29% of the 13F portfolio, value $8,304,346.

    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 172,544 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,053,382.

    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).