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Disclosery

Apella Capital, LLC: PFFD position timeline

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

Apella Capital, LLC held 176,502 PFFD 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 176,502 shares
    Change vs previous 13F -84,305 shares

    0.04% of the 13F portfolio, value $3,085,249.

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

  2. period ended2026-06-30
    13F 260,807 shares
    Change vs previous 13F -22,629 shares

    0.07% of the 13F portfolio, value $4,864,059.

    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 283,436 shares
    Change vs previous 13F -11,238 shares

    0.08% of the 13F portfolio, value $5,373,953.

    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 294,674 shares
    Change vs previous 13F +1,712 shares

    0.11% of the 13F portfolio, value $5,572,281.

    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 292,962 shares
    Change vs previous 13F +226,460 shares

    0.13% of the 13F portfolio, value $5,657,102.

    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 66,502 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,258,884.

    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).