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Disclosery

Apella Capital, LLC: MUNI position timeline

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

Apella Capital, LLC held 29,752 MUNI 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 29,752 shares
    Change vs previous 13F +5,183 shares

    0.02% of the 13F portfolio, value $1,475,089.

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

  2. period ended2026-06-30
    13F 24,569 shares
    Change vs previous 13F +3,451 shares

    0.02% of the 13F portfolio, value $1,286,938.

    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 21,118 shares
    Change vs previous 13F -2,977 shares

    0.02% of the 13F portfolio, value $1,109,936.

    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 24,095 shares
    Change vs previous 13F +1,391 shares

    0.02% of the 13F portfolio, value $1,262,819.

    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 22,704 shares
    Change vs previous 13F +10,654 shares

    0.03% of the 13F portfolio, value $1,193,529.

    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 12,050 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $617,563.

    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 11,986 shares
    Change vs previous 13F +74 shares

    0.02% of the 13F portfolio, value $614,163.

    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 11,912 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $616,208.

    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).