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Disclosery

Apella Capital, LLC: ESGD position timeline

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

Apella Capital, LLC held 81,599 ESGD 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 81,599 shares
    Change vs previous 13F +2,637 shares

    0.11% of the 13F portfolio, value $8,339,393.

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

  2. period ended2026-06-30
    13F 78,962 shares
    Change vs previous 13F +1,052 shares

    0.11% of the 13F portfolio, value $8,137,831.

    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 77,910 shares
    Change vs previous 13F -1,570 shares

    0.12% of the 13F portfolio, value $8,024,752.

    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 79,480 shares
    Change vs previous 13F +351 shares

    0.15% of the 13F portfolio, value $7,557,796.

    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 79,129 shares
    Change vs previous 13F -4,684 shares

    0.17% of the 13F portfolio, value $7,429,376.

    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 83,813 shares
    Change vs previous 13F -83 shares

    0.2% of the 13F portfolio, value $7,391,497.

    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 83,896 shares
    Change vs previous 13F -1,167 shares

    0.23% of the 13F portfolio, value $6,579,161.

    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 85,063 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,476,664.

    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).