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Disclosery

Apella Capital, LLC: ESGE position timeline

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

Apella Capital, LLC held 72,532 ESGE 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 72,532 shares
    Change vs previous 13F +1,605 shares

    0.05% of the 13F portfolio, value $3,963,853.

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

  2. period ended2026-06-30
    13F 70,927 shares
    Change vs previous 13F -460 shares

    0.05% of the 13F portfolio, value $3,731,475.

    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 71,387 shares
    Change vs previous 13F -148 shares

    0.05% of the 13F portfolio, value $3,635,719.

    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 71,535 shares
    Change vs previous 13F +2,261 shares

    0.06% of the 13F portfolio, value $3,159,711.

    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 69,274 shares
    Change vs previous 13F -759 shares

    0.07% of the 13F portfolio, value $3,047,376.

    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 70,033 shares
    Change vs previous 13F +1,324 shares

    0.07% of the 13F portfolio, value $2,735,470.

    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 68,709 shares
    Change vs previous 13F -1,571 shares

    0.08% of the 13F portfolio, value $2,269,464.

    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 70,280 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,346,640.

    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).