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Disclosery

Apella Capital, LLC: MA position timeline

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

Apella Capital, LLC held 19,199 MA 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 19,199 shares
    Change vs previous 13F +767 shares

    0.14% of the 13F portfolio, value $10,944,609.

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

  2. period ended2026-06-30
    13F 18,432 shares
    Change vs previous 13F -71 shares

    0.14% of the 13F portfolio, value $9,798,994.

    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 18,503 shares
    Change vs previous 13F +1,132 shares

    0.14% of the 13F portfolio, value $9,645,452.

    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 17,371 shares
    Change vs previous 13F +691 shares

    0.2% of the 13F portfolio, value $9,916,867.

    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 16,680 shares
    Change vs previous 13F +434 shares

    0.2% of the 13F portfolio, value $9,172,040.

    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 16,246 shares
    Change vs previous 13F +15,593 shares

    0.25% of the 13F portfolio, value $9,180,962.

    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 653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $336,640.

    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).