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Disclosery

Apella Capital, LLC: WFC position timeline

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

Apella Capital, LLC held 53,994 WFC 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 53,994 shares
    Change vs previous 13F +9,199 shares

    0.05% of the 13F portfolio, value $4,333,596.

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

  2. period ended2026-06-30
    13F 44,795 shares
    Change vs previous 13F -159 shares

    0.06% of the 13F portfolio, value $3,905,268.

    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 44,954 shares
    Change vs previous 13F +6,411 shares

    0.05% of the 13F portfolio, value $3,659,725.

    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 38,543 shares
    Change vs previous 13F -70 shares

    0.07% of the 13F portfolio, value $3,592,211.

    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 38,613 shares
    Change vs previous 13F +4,877 shares

    0.07% of the 13F portfolio, value $3,243,479.

    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 33,736 shares
    Change vs previous 13F +2,725 shares

    0.08% of the 13F portfolio, value $2,777,863.

    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 31,011 shares
    Change vs previous 13F +3,474 shares

    0.07% of the 13F portfolio, value $2,056,958.

    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 27,537 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,934,198.

    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).