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Disclosery

Apella Capital, LLC: UAL position timeline

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

Apella Capital, LLC held 37,809 UAL 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 37,809 shares
    Change vs previous 13F +35,917 shares

    0.05% of the 13F portfolio, value $4,165,418.

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

  2. period ended2026-06-30
    13F 1,892 shares
    Change vs previous 13F -34,965 shares

    <0.01% of the 13F portfolio, value $242,763.

    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 36,857 shares
    Change vs previous 13F +245 shares

    0.06% of the 13F portfolio, value $3,752,043.

    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 36,612 shares
    Change vs previous 13F -5 shares

    0.08% of the 13F portfolio, value $4,093,954.

    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 36,617 shares
    Change vs previous 13F +108 shares

    0.08% of the 13F portfolio, value $3,595,423.

    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 36,509 shares
    Change vs previous 13F +1,432 shares

    0.08% of the 13F portfolio, value $2,961,245.

    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 35,077 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $2,484,504.

    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 35,082 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,406,462.

    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).