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Disclosery

Apella Capital, LLC: SUB position timeline

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

Apella Capital, LLC held 488,398 SUB 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 488,398 shares
    Change vs previous 13F +72,982 shares

    0.65% of the 13F portfolio, value $51,008,251.

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

  2. period ended2026-06-30
    13F 415,416 shares
    Change vs previous 13F -3,060 shares

    0.62% of the 13F portfolio, value $44,150,369.

    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 418,476 shares
    Change vs previous 13F +7,417 shares

    0.66% of the 13F portfolio, value $44,655,608.

    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 411,059 shares
    Change vs previous 13F +13,389 shares

    0.87% of the 13F portfolio, value $43,859,978.

    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 397,670 shares
    Change vs previous 13F +65,447 shares

    0.95% of the 13F portfolio, value $42,475,105.

    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 332,223 shares
    Change vs previous 13F +17,871 shares

    0.96% of the 13F portfolio, value $35,325,279.

    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 314,352 shares
    Change vs previous 13F +41,334 shares

    1.13% of the 13F portfolio, value $32,997,580.

    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 273,018 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $28,797,898.

    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).