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Disclosery

Apella Capital, LLC: OEF position timeline

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

Apella Capital, LLC held 5,217 OEF 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 5,217 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $2,031,869.

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

  2. period ended2026-06-30
    13F 5,199 shares
    Change vs previous 13F -301 shares

    0.03% of the 13F portfolio, value $1,914,645.

    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 5,500 shares
    Change vs previous 13F +3,199 shares

    0.03% of the 13F portfolio, value $1,923,531.

    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 2,301 shares
    Change vs previous 13F +646 shares

    0.02% of the 13F portfolio, value $789,035.

    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 1,655 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $547,629.

    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 1,655 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $505,314.

    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 1,682 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $445,391.

    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 1,770 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $511,304.

    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).