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Disclosery

Apella Capital, LLC: GLD position timeline

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

Apella Capital, LLC held 20,134 GLD 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 20,134 shares
    Change vs previous 13F +561 shares

    0.1% of the 13F portfolio, value $7,568,038.

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

  2. period ended2026-06-30
    13F 19,573 shares
    Change vs previous 13F +333 shares

    0.1% of the 13F portfolio, value $7,388,587.

    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 19,240 shares
    Change vs previous 13F +1,076 shares

    0.13% of the 13F portfolio, value $8,579,664.

    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 18,164 shares
    Change vs previous 13F +9,021 shares

    0.14% of the 13F portfolio, value $7,198,549.

    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 9,143 shares
    Change vs previous 13F +250 shares

    0.08% of the 13F portfolio, value $3,624,717.

    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 8,893 shares
    Change vs previous 13F -570 shares

    0.07% of the 13F portfolio, value $2,733,421.

    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 9,463 shares
    Change vs previous 13F +318 shares

    0.09% of the 13F portfolio, value $2,700,532.

    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 9,145 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,214,279.

    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).