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Disclosery

Apella Capital, LLC: F position timeline

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

Apella Capital, LLC held 31,356 F 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 31,356 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $380,033.

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

  2. period ended2026-06-30
    13F 31,332 shares
    Change vs previous 13F -8,596 shares

    0.01% of the 13F portfolio, value $424,861.

    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 39,928 shares
    Change vs previous 13F +4,932 shares

    0.01% of the 13F portfolio, value $513,872.

    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 34,996 shares
    Change vs previous 13F -4,519 shares

    0.01% of the 13F portfolio, value $459,144.

    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 39,515 shares
    Change vs previous 13F +3,192 shares

    0.01% of the 13F portfolio, value $463,904.

    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 36,323 shares
    Change vs previous 13F +389 shares

    0.01% of the 13F portfolio, value $420,979.

    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 35,934 shares
    Change vs previous 13F +11,203 shares

    0.01% of the 13F portfolio, value $341,374.

    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 24,731 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,841.

    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).