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Disclosery

Apella Capital, LLC: HD position timeline

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

Apella Capital, LLC held 13,686 HD 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 13,686 shares
    Change vs previous 13F +1,798 shares

    0.05% of the 13F portfolio, value $3,910,998.

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

  2. period ended2026-06-30
    13F 11,888 shares
    Change vs previous 13F -811 shares

    0.06% of the 13F portfolio, value $4,103,948.

    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 12,699 shares
    Change vs previous 13F +6,050 shares

    0.07% of the 13F portfolio, value $4,437,079.

    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 6,649 shares
    Change vs previous 13F -46 shares

    0.05% of the 13F portfolio, value $2,287,761.

    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 6,695 shares
    Change vs previous 13F +366 shares

    0.06% of the 13F portfolio, value $2,593,585.

    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 6,329 shares
    Change vs previous 13F +104 shares

    0.06% of the 13F portfolio, value $2,326,690.

    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 6,225 shares
    Change vs previous 13F +561 shares

    0.08% of the 13F portfolio, value $2,212,289.

    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 5,664 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,203,330.

    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).