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Disclosery

Apella Capital, LLC: PGX position timeline

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

Apella Capital, LLC held 19,707 PGX 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 19,707 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $196,476.

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

  2. period ended2026-06-30
    13F 19,467 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $211,801.

    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 19,507 shares
    Change vs previous 13F +929 shares

    <0.01% of the 13F portfolio, value $219,647.

    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 18,578 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $208,820.

    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 18,380 shares
    Change vs previous 13F -816 shares

    <0.01% of the 13F portfolio, value $212,107.

    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 19,196 shares
    Change vs previous 13F +176 shares

    0.01% of the 13F portfolio, value $215,574.

    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 19,020 shares
    Change vs previous 13F +178 shares

    0.01% of the 13F portfolio, value $210,738.

    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 18,842 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,252.

    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).