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Disclosery

Apella Capital, LLC: EXC position timeline

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

Apella Capital, LLC held 6,010 EXC 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 6,010 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $249,345.

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

  2. period ended2026-06-30
    13F 5,925 shares
    Change vs previous 13F +286 shares

    <0.01% of the 13F portfolio, value $281,850.

    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 5,639 shares
    Change vs previous 13F +1,041 shares

    <0.01% of the 13F portfolio, value $265,130.

    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 4,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,423.

    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).