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Disclosery

Apella Capital, LLC: QUAL position timeline

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

Apella Capital, LLC held 74,298 QUAL 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 74,298 shares
    Change vs previous 13F -579 shares

    0.21% of the 13F portfolio, value $16,783,985.

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

  2. period ended2026-06-30
    13F 74,877 shares
    Change vs previous 13F -2,366 shares

    0.23% of the 13F portfolio, value $16,303,675.

    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 77,243 shares
    Change vs previous 13F -2,559 shares

    0.24% of the 13F portfolio, value $15,983,075.

    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 79,802 shares
    Change vs previous 13F -6,817 shares

    0.31% of the 13F portfolio, value $15,850,362.

    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 86,619 shares
    Change vs previous 13F -11,734 shares

    0.37% of the 13F portfolio, value $16,656,012.

    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 98,353 shares
    Change vs previous 13F -14,999 shares

    0.49% of the 13F portfolio, value $18,057,700.

    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 113,352 shares
    Change vs previous 13F -34,819 shares

    0.64% of the 13F portfolio, value $18,776,700.

    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 148,171 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $26,386,381.

    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).