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Apella Capital, LLC: OMFS position timeline

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

Apella Capital, LLC held 7,747 OMFS 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 7,747 shares
    Change vs previous 13F -240 shares

    <0.01% of the 13F portfolio, value $381,918.

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

  2. period ended2026-06-30
    13F 7,987 shares
    Change vs previous 13F -570 shares

    0.01% of the 13F portfolio, value $422,900.

    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 8,557 shares
    Change vs previous 13F -932 shares

    0.01% of the 13F portfolio, value $424,585.

    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 9,489 shares
    Change vs previous 13F -583 shares

    0.01% of the 13F portfolio, value $421,996.

    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 10,072 shares
    Change vs previous 13F -2,107 shares

    0.01% of the 13F portfolio, value $438,183.

    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 12,179 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $496,522.

    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 12,183 shares
    Change vs previous 13F -663 shares

    0.02% of the 13F portfolio, value $445,886.

    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 12,846 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $508,220.

    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).