Skip to content
Disclosery

Apella Capital, LLC: MSFT position timeline

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

Apella Capital, LLC held 126,914 MSFT 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 126,914 shares
    Change vs previous 13F +5,571 shares

    0.85% of the 13F portfolio, value $67,233,846.

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

  2. period ended2026-06-30
    13F 121,343 shares
    Change vs previous 13F -20 shares

    0.67% of the 13F portfolio, value $47,182,970.

    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 121,363 shares
    Change vs previous 13F +18,735 shares

    0.76% of the 13F portfolio, value $51,311,207.

    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 102,628 shares
    Change vs previous 13F +18,885 shares

    0.98% of the 13F portfolio, value $49,632,792.

    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 83,743 shares
    Change vs previous 13F +3,922 shares

    0.95% of the 13F portfolio, value $42,843,804.

    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 79,821 shares
    Change vs previous 13F +1,068 shares

    1.08% of the 13F portfolio, value $39,728,662.

    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 78,753 shares
    Change vs previous 13F +6,363 shares

    1.06% of the 13F portfolio, value $30,752,065.

    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 72,390 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $30,512,258.

    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).