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Disclosery

Apella Capital, LLC: SPY position timeline

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

Apella Capital, LLC held 81,597 SPY 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 81,597 shares
    Change vs previous 13F -3,404 shares

    0.8% of the 13F portfolio, value $63,419,199.

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

  2. period ended2026-06-30
    13F 85,001 shares
    Change vs previous 13F -2,649 shares

    0.9% of the 13F portfolio, value $63,556,016.

    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 87,650 shares
    Change vs previous 13F +3,211 shares

    0.92% of the 13F portfolio, value $62,243,612.

    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 84,439 shares
    Change vs previous 13F +5,194 shares

    1.14% of the 13F portfolio, value $57,580,848.

    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 79,245 shares
    Change vs previous 13F +28,964 shares

    1.17% of the 13F portfolio, value $52,352,345.

    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 50,281 shares
    Change vs previous 13F +37,314 shares

    0.85% of the 13F portfolio, value $31,208,348.

    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 12,967 shares
    Change vs previous 13F -314 shares

    0.24% of the 13F portfolio, value $7,114,055.

    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 13,281 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,783,873.

    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).