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Disclosery

Apella Capital, LLC: HEFA position timeline

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

Apella Capital, LLC held 55,141 HEFA 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 55,141 shares
    Change vs previous 13F -939 shares

    0.03% of the 13F portfolio, value $2,554,683.

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

  2. period ended2026-06-30
    13F 56,080 shares
    Change vs previous 13F -941 shares

    0.04% of the 13F portfolio, value $2,599,308.

    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 57,021 shares
    Change vs previous 13F -3,839 shares

    0.04% of the 13F portfolio, value $2,568,511.

    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 60,860 shares
    Change vs previous 13F -333 shares

    0.05% of the 13F portfolio, value $2,517,170.

    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 61,193 shares
    Change vs previous 13F -7,758 shares

    0.05% of the 13F portfolio, value $2,465,466.

    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 68,951 shares
    Change vs previous 13F -16,772 shares

    0.07% of the 13F portfolio, value $2,569,459.

    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 85,723 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,954,872.

    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).