Apella Capital, LLC: PFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on PFG, newest first. How the timeline and the estimate are built.
Apella Capital, LLC held 6,544 PFG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 6,544 sharesChange vs previous 13F +1,186 shares
0.01% of the 13F portfolio, value $711,554.
13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
Accepted , ingested - period ended2026-06-3013F 5,358 sharesChange vs previous 13F +57 shares
0.01% of the 13F portfolio, value $604,834.
13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,301 sharesChange vs previous 13F -533 shares
0.01% of the 13F portfolio, value $509,814.
13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,834 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $514,630.
13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,833 sharesChange vs previous 13F +2,982 shares
0.01% of the 13F portfolio, value $457,263.
13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,851 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $228,633.
13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).