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Disclosery

Apella Capital, LLC: META position timeline

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

Apella Capital, LLC held 9,905 META 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 9,905 shares
    Change vs previous 13F +3,423 shares

    0.09% of the 13F portfolio, value $7,144,456.

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

  2. period ended2026-06-30
    13F 6,482 shares
    Change vs previous 13F -370 shares

    0.06% of the 13F portfolio, value $3,990,439.

    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 6,852 shares
    Change vs previous 13F +1,120 shares

    0.07% of the 13F portfolio, value $4,717,905.

    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 5,732 shares
    Change vs previous 13F +769 shares

    0.07% of the 13F portfolio, value $3,783,570.

    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 4,963 shares
    Change vs previous 13F +1,013 shares

    0.08% of the 13F portfolio, value $3,534,288.

    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 3,950 shares
    Change vs previous 13F +390 shares

    0.08% of the 13F portfolio, value $2,837,453.

    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 3,560 shares
    Change vs previous 13F +1,028 shares

    0.07% of the 13F portfolio, value $2,085,250.

    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 2,532 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,482,600.

    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).