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Disclosery

Apella Capital, LLC: PM position timeline

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

Apella Capital, LLC held 44,042 PM 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 44,042 shares
    Change vs previous 13F +1,942 shares

    0.11% of the 13F portfolio, value $8,486,387.

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

  2. period ended2026-06-30
    13F 42,100 shares
    Change vs previous 13F +63 shares

    0.11% of the 13F portfolio, value $7,905,986.

    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 42,037 shares
    Change vs previous 13F +13,773 shares

    0.1% of the 13F portfolio, value $6,633,041.

    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 28,264 shares
    Change vs previous 13F -419 shares

    0.09% of the 13F portfolio, value $4,533,482.

    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 28,683 shares
    Change vs previous 13F +1,405 shares

    0.1% of the 13F portfolio, value $4,474,039.

    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 27,278 shares
    Change vs previous 13F +22,929 shares

    0.13% of the 13F portfolio, value $4,942,739.

    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 4,349 shares
    Change vs previous 13F +1,357 shares

    0.02% of the 13F portfolio, value $660,126.

    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 2,992 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $360,048.

    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).