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Disclosery

Apella Capital, LLC: PEG position timeline

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

Apella Capital, LLC held 6,027 PEG 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 6,027 shares
    Change vs previous 13F -773 shares

    0.01% of the 13F portfolio, value $432,377.

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

  2. period ended2026-06-30
    13F 6,800 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $556,190.

    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 6,805 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $555,167.

    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 6,532 shares
    Change vs previous 13F +1,185 shares

    0.01% of the 13F portfolio, value $524,531.

    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 5,347 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $450,979.

    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 5,283 shares
    Change vs previous 13F -135 shares

    0.01% of the 13F portfolio, value $434,752.

    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 5,418 shares
    Change vs previous 13F +144 shares

    0.02% of the 13F portfolio, value $443,363.

    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 5,274 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $445,600.

    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).