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Disclosery

Apella Capital, LLC: PCT position timeline

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

Apella Capital, LLC held 109,659 PCT 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 109,659 shares
    Change vs previous 13F +21,399 shares

    0.01% of the 13F portfolio, value $416,706.

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

  2. period ended2026-06-30
    13F 88,260 shares
    Change vs previous 13F +11,300 shares

    0.01% of the 13F portfolio, value $631,062.

    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 76,960 shares
    Change vs previous 13F +11,425 shares

    0.01% of the 13F portfolio, value $521,022.

    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 65,535 shares
    Change vs previous 13F +7,337 shares

    0.01% of the 13F portfolio, value $562,950.

    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 58,198 shares
    Change vs previous 13F +2,083 shares

    0.02% of the 13F portfolio, value $821,763.

    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 56,115 shares
    Change vs previous 13F +12,050 shares

    0.02% of the 13F portfolio, value $815,358.

    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 44,065 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $286,426.

    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).