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Apella Capital, LLC: T position timeline

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

Apella Capital, LLC held 93,013 T 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 93,013 shares
    Change vs previous 13F +4,268 shares

    0.03% of the 13F portfolio, value $2,276,032.

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

  2. period ended2026-06-30
    13F 88,745 shares
    Change vs previous 13F -481 shares

    0.03% of the 13F portfolio, value $1,871,629.

    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 89,226 shares
    Change vs previous 13F +34,186 shares

    0.04% of the 13F portfolio, value $2,365,393.

    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 55,040 shares
    Change vs previous 13F +11,737 shares

    0.03% of the 13F portfolio, value $1,367,181.

    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 43,303 shares
    Change vs previous 13F +8,621 shares

    0.03% of the 13F portfolio, value $1,134,542.

    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 34,682 shares
    Change vs previous 13F -229 shares

    0.03% of the 13F portfolio, value $985,319.

    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 34,911 shares
    Change vs previous 13F +5,321 shares

    0.03% of the 13F portfolio, value $924,101.

    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 29,590 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $673,767.

    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).