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Disclosery

Apella Capital, LLC: ES position timeline

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

Apella Capital, LLC held 6,741 ES 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 6,741 shares
    Change vs previous 13F +936 shares

    0.01% of the 13F portfolio, value $439,760.

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

  2. period ended2026-06-30
    13F 5,805 shares
    Change vs previous 13F +119 shares

    0.01% of the 13F portfolio, value $433,928.

    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 5,686 shares
    Change vs previous 13F +1,236 shares

    0.01% of the 13F portfolio, value $393,755.

    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 4,450 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $299,604.

    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 4,366 shares
    Change vs previous 13F +214 shares

    0.01% of the 13F portfolio, value $311,555.

    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 4,152 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $267,359.

    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 4,079 shares
    Change vs previous 13F +389 shares

    0.01% of the 13F portfolio, value $229,686.

    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 3,690 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,916.

    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).