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Disclosery

Apella Capital, LLC: TFC position timeline

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

Apella Capital, LLC held 48,031 TFC 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 48,031 shares
    Change vs previous 13F +5,001 shares

    0.03% of the 13F portfolio, value $2,189,261.

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

  2. period ended2026-06-30
    13F 43,030 shares
    Change vs previous 13F +232 shares

    0.03% of the 13F portfolio, value $2,210,014.

    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 42,798 shares
    Change vs previous 13F +31,715 shares

    0.03% of the 13F portfolio, value $2,164,317.

    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 11,083 shares
    Change vs previous 13F +3,227 shares

    0.01% of the 13F portfolio, value $545,406.

    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 7,856 shares
    Change vs previous 13F +1,058 shares

    0.01% of the 13F portfolio, value $322,821.

    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 6,798 shares
    Change vs previous 13F -503 shares

    0.01% of the 13F portfolio, value $306,993.

    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 7,301 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $277,363.

    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).