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Disclosery

Apella Capital, LLC: PG position timeline

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

Apella Capital, LLC held 30,360 PG 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 30,360 shares
    Change vs previous 13F +5,524 shares

    0.06% of the 13F portfolio, value $4,487,775.

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

  2. period ended2026-06-30
    13F 24,836 shares
    Change vs previous 13F -300 shares

    0.05% of the 13F portfolio, value $3,793,736.

    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 25,136 shares
    Change vs previous 13F +8,103 shares

    0.05% of the 13F portfolio, value $3,693,246.

    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 17,033 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $2,441,018.

    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 17,083 shares
    Change vs previous 13F +1,296 shares

    0.06% of the 13F portfolio, value $2,555,559.

    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 15,787 shares
    Change vs previous 13F +1,325 shares

    0.07% of the 13F portfolio, value $2,533,861.

    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 14,462 shares
    Change vs previous 13F +2,783 shares

    0.08% of the 13F portfolio, value $2,347,417.

    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 11,679 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,958,005.

    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).