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Apella Capital, LLC: MUB position timeline

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

Apella Capital, LLC held 200,528 MUB 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 200,528 shares
    Change vs previous 13F +6,959 shares

    0.26% of the 13F portfolio, value $20,157,049.

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

  2. period ended2026-06-30
    13F 193,569 shares
    Change vs previous 13F -1,339 shares

    0.29% of the 13F portfolio, value $20,758,348.

    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 194,908 shares
    Change vs previous 13F +13,181 shares

    0.31% of the 13F portfolio, value $20,927,307.

    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 181,727 shares
    Change vs previous 13F +12,375 shares

    0.38% of the 13F portfolio, value $19,464,746.

    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 169,352 shares
    Change vs previous 13F -6,212 shares

    0.4% of the 13F portfolio, value $18,191,763.

    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 175,564 shares
    Change vs previous 13F -37,915 shares

    0.5% of the 13F portfolio, value $18,309,551.

    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 213,479 shares
    Change vs previous 13F -29,423 shares

    0.76% of the 13F portfolio, value $22,056,624.

    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 242,902 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $25,881,168.

    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).