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Disclosery

Apella Capital, LLC: PFE position timeline

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

Apella Capital, LLC held 56,927 PFE 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 56,927 shares
    Change vs previous 13F +10,327 shares

    0.02% of the 13F portfolio, value $1,593,962.

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

  2. period ended2026-06-30
    13F 46,600 shares
    Change vs previous 13F -3,043 shares

    0.02% of the 13F portfolio, value $1,121,664.

    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 49,643 shares
    Change vs previous 13F +22,229 shares

    0.02% of the 13F portfolio, value $1,368,157.

    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 27,414 shares
    Change vs previous 13F +2,750 shares

    0.01% of the 13F portfolio, value $682,611.

    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 24,664 shares
    Change vs previous 13F +1,813 shares

    0.01% of the 13F portfolio, value $597,616.

    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 22,851 shares
    Change vs previous 13F +249 shares

    0.02% of the 13F portfolio, value $576,757.

    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 22,602 shares
    Change vs previous 13F +1,374 shares

    0.02% of the 13F portfolio, value $508,316.

    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 21,228 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $563,175.

    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).