Skip to content
Disclosery

Apella Capital, LLC: MDY position timeline

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

Apella Capital, LLC held 5,523 MDY 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 5,523 shares
    Change vs previous 13F +243 shares

    0.05% of the 13F portfolio, value $3,667,034.

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

  2. period ended2026-06-30
    13F 5,280 shares
    Change vs previous 13F -64 shares

    0.05% of the 13F portfolio, value $3,633,291.

    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 5,344 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $3,556,352.

    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 5,498 shares
    Change vs previous 13F +4,446 shares

    0.07% of the 13F portfolio, value $3,316,878.

    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 1,052 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $618,295.

    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 1,050 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $605,728.

    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 1,050 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $537,818.

    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 1,196 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $681,237.

    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).