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Disclosery

Apella Capital, LLC: SEIE position timeline

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

Apella Capital, LLC held 85,232 SEIE 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 85,232 shares
    Change vs previous 13F -12,888 shares

    0.04% of the 13F portfolio, value $3,003,150.

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

  2. period ended2026-06-30
    13F 98,120 shares
    Change vs previous 13F -19,895 shares

    0.05% of the 13F portfolio, value $3,485,222.

    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 118,015 shares
    Change vs previous 13F -7,185 shares

    0.06% of the 13F portfolio, value $4,139,376.

    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 125,200 shares
    Change vs previous 13F +3,256 shares

    0.08% of the 13F portfolio, value $4,072,994.

    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 121,944 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,703,976.

    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).