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Disclosery

Apella Capital, LLC: USFR position timeline

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

Apella Capital, LLC held 4,157 USFR 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 4,157 shares
    Change vs previous 13F -1,274 shares

    <0.01% of the 13F portfolio, value $209,596.

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

  2. period ended2026-06-30
    13F 5,431 shares
    Change vs previous 13F -794 shares

    <0.01% of the 13F portfolio, value $273,722.

    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 6,225 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $313,865.

    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 5,955 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $299,656.

    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 5,954 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $299,724.

    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 6,052 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $304,718.

    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 6,052 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $304,779.

    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 6,115 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,707.

    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).