Skip to content

Apella Capital, LLC: QQQ position timeline

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

Apella Capital, LLC held 39,912 QQQ 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 39,912 shares
    Change vs previous 13F -405 shares

    0.38% of the 13F portfolio, value $30,242,285.

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

  2. period ended2026-06-30
    13F 40,317 shares
    Change vs previous 13F +26 shares

    0.4% of the 13F portfolio, value $28,602,426.

    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 40,291 shares
    Change vs previous 13F +4,572 shares

    0.39% of the 13F portfolio, value $26,142,897.

    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 35,719 shares
    Change vs previous 13F -2,161 shares

    0.43% of the 13F portfolio, value $21,942,389.

    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 37,880 shares
    Change vs previous 13F +232 shares

    0.51% of the 13F portfolio, value $22,727,341.

    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 37,648 shares
    Change vs previous 13F +33,574 shares

    0.56% of the 13F portfolio, value $20,783,015.

    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 4,074 shares
    Change vs previous 13F +269 shares

    0.07% of the 13F portfolio, value $1,898,473.

    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 3,805 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,945,204.

    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).