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Apella Capital, LLC: PSLV position timeline

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

Apella Capital, LLC held 356,341 PSLV 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 356,341 shares
    Change vs previous 13F +5,015 shares

    0.09% of the 13F portfolio, value $6,923,715.

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

  2. period ended2026-06-30
    13F 351,326 shares
    Change vs previous 13F -1,993 shares

    0.1% of the 13F portfolio, value $6,773,559.

    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 353,319 shares
    Change vs previous 13F -24,234 shares

    0.14% of the 13F portfolio, value $9,324,084.

    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 377,553 shares
    Change vs previous 13F -4,318 shares

    0.18% of the 13F portfolio, value $8,929,140.

    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 381,871 shares
    Change vs previous 13F +35,613 shares

    0.15% of the 13F portfolio, value $6,900,408.

    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 346,258 shares
    Change vs previous 13F +10,278 shares

    0.12% of the 13F portfolio, value $4,342,077.

    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 335,980 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,487,472.

    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).