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Disclosery

Apella Capital, LLC: FNDX position timeline

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

Apella Capital, LLC held 46,393 FNDX 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 46,393 shares
    Change vs previous 13F +9,595 shares

    0.02% of the 13F portfolio, value $1,479,463.

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

  2. period ended2026-06-30
    13F 36,798 shares
    Change vs previous 13F +775 shares

    0.02% of the 13F portfolio, value $1,153,253.

    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 36,023 shares
    Change vs previous 13F -2,019 shares

    0.02% of the 13F portfolio, value $1,059,803.

    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 38,042 shares
    Change vs previous 13F -199 shares

    0.02% of the 13F portfolio, value $1,035,119.

    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 38,241 shares
    Change vs previous 13F +2,338 shares

    0.02% of the 13F portfolio, value $996,184.

    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 35,903 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $890,045.

    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 35,868 shares
    Change vs previous 13F +37 shares

    0.03% of the 13F portfolio, value $805,947.

    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 35,831 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $848,485.

    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).