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Disclosery

Apella Capital, LLC: PEP position timeline

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

Apella Capital, LLC held 39,086 PEP 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 39,086 shares
    Change vs previous 13F +5,622 shares

    0.06% of the 13F portfolio, value $4,836,143.

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

  2. period ended2026-06-30
    13F 33,464 shares
    Change vs previous 13F -34 shares

    0.07% of the 13F portfolio, value $4,851,575.

    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 33,498 shares
    Change vs previous 13F +5,875 shares

    0.08% of the 13F portfolio, value $5,281,585.

    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 27,623 shares
    Change vs previous 13F +4,862 shares

    0.08% of the 13F portfolio, value $3,964,499.

    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 22,761 shares
    Change vs previous 13F +612 shares

    0.08% of the 13F portfolio, value $3,474,980.

    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 22,149 shares
    Change vs previous 13F -447 shares

    0.08% of the 13F portfolio, value $2,977,988.

    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 22,596 shares
    Change vs previous 13F +12,601 shares

    0.11% of the 13F portfolio, value $3,289,692.

    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 9,995 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,519,872.

    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).