Skip to content
Disclosery

Apella Capital, LLC: ORCL position timeline

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

Apella Capital, LLC held 18,216 ORCL 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 18,216 shares
    Change vs previous 13F +2,091 shares

    0.03% of the 13F portfolio, value $2,615,098.

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

  2. period ended2026-06-30
    13F 16,125 shares
    Change vs previous 13F -1,620 shares

    0.03% of the 13F portfolio, value $2,283,289.

    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 17,745 shares
    Change vs previous 13F +6,296 shares

    0.05% of the 13F portfolio, value $3,106,515.

    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 11,449 shares
    Change vs previous 13F +1,032 shares

    0.04% of the 13F portfolio, value $2,231,616.

    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 10,417 shares
    Change vs previous 13F +655 shares

    0.07% of the 13F portfolio, value $3,260,614.

    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 9,762 shares
    Change vs previous 13F +746 shares

    0.06% of the 13F portfolio, value $2,267,344.

    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 9,016 shares
    Change vs previous 13F +2,600 shares

    0.04% of the 13F portfolio, value $1,259,439.

    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 6,416 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,069,099.

    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).