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Disclosery

Apella Capital, LLC: PFF position timeline

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

Apella Capital, LLC held 127,164 PFF 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 127,164 shares
    Change vs previous 13F -11,370 shares

    0.05% of the 13F portfolio, value $3,734,802.

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

  2. period ended2026-06-30
    13F 138,534 shares
    Change vs previous 13F -3,325 shares

    0.06% of the 13F portfolio, value $4,226,673.

    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 141,859 shares
    Change vs previous 13F -3,432 shares

    0.07% of the 13F portfolio, value $4,462,871.

    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 145,291 shares
    Change vs previous 13F +137,013 shares

    0.09% of the 13F portfolio, value $4,498,223.

    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 8,278 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $259,347.

    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 8,294 shares
    Change vs previous 13F -432 shares

    0.01% of the 13F portfolio, value $256,355.

    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 8,726 shares
    Change vs previous 13F -1,047 shares

    0.01% of the 13F portfolio, value $260,371.

    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 9,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,249.

    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).