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Disclosery

Apella Capital, LLC: PHYS position timeline

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

Apella Capital, LLC held 101,878 PHYS 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 101,878 shares
    Change vs previous 13F +2,204 shares

    0.04% of the 13F portfolio, value $3,154,149.

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

  2. period ended2026-06-30
    13F 99,674 shares
    Change vs previous 13F +2,897 shares

    0.04% of the 13F portfolio, value $3,090,897.

    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 96,777 shares
    Change vs previous 13F -1,907 shares

    0.05% of the 13F portfolio, value $3,562,346.

    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 98,684 shares
    Change vs previous 13F -1,191 shares

    0.06% of the 13F portfolio, value $3,258,545.

    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 99,875 shares
    Change vs previous 13F +7,821 shares

    0.07% of the 13F portfolio, value $3,286,902.

    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 92,054 shares
    Change vs previous 13F -4,396 shares

    0.06% of the 13F portfolio, value $2,352,888.

    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 96,450 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,282,983.

    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).