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Apella Capital, LLC: PLG position timeline

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

Apella Capital, LLC held 19,950 PLG 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 19,950 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24,938.

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

  2. period ended2026-06-30
    13F 19,950 shares
    Change vs previous 13F -3,050 shares

    <0.01% of the 13F portfolio, value $26,334.

    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 23,000 shares
    Change vs previous 13F +628 shares

    <0.01% of the 13F portfolio, value $45,540.

    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 22,372 shares
    Change vs previous 13F -6,928 shares

    <0.01% of the 13F portfolio, value $52,798.

    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 29,300 shares
    Change vs previous 13F +9,000 shares

    <0.01% of the 13F portfolio, value $80,868.

    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 20,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,465.

    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).