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Disclosery

Apella Capital, LLC: PFXF position timeline

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

Apella Capital, LLC held 228,038 PFXF 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 228,038 shares
    Change vs previous 13F -15,781 shares

    0.05% of the 13F portfolio, value $4,033,998.

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

  2. period ended2026-06-30
    13F 243,819 shares
    Change vs previous 13F -4,174 shares

    0.06% of the 13F portfolio, value $4,330,218.

    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 247,993 shares
    Change vs previous 13F -6,572 shares

    0.07% of the 13F portfolio, value $4,553,143.

    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 254,565 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,495,610.

    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).