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Disclosery

Apella Capital, LLC: ESGU position timeline

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

Apella Capital, LLC held 67,081 ESGU 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 67,081 shares
    Change vs previous 13F -3,711 shares

    0.14% of the 13F portfolio, value $11,409,053.

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

  2. period ended2026-06-30
    13F 70,792 shares
    Change vs previous 13F -1,042 shares

    0.16% of the 13F portfolio, value $11,616,317.

    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 71,834 shares
    Change vs previous 13F -7,772 shares

    0.16% of the 13F portfolio, value $11,091,885.

    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 79,606 shares
    Change vs previous 13F -5,092 shares

    0.23% of the 13F portfolio, value $11,859,672.

    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 84,698 shares
    Change vs previous 13F -11,300 shares

    0.27% of the 13F portfolio, value $12,237,165.

    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 95,998 shares
    Change vs previous 13F -4,967 shares

    0.35% of the 13F portfolio, value $13,014,439.

    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 100,965 shares
    Change vs previous 13F -14,000 shares

    0.41% of the 13F portfolio, value $11,965,332.

    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 114,965 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $14,809,761.

    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).