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Disclosery

Apella Capital, LLC: XLU position timeline

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

Apella Capital, LLC held 36,651 XLU 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 36,651 shares
    Change vs previous 13F -1,332 shares

    0.02% of the 13F portfolio, value $1,508,168.

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

  2. period ended2026-06-30
    13F 37,983 shares
    Change vs previous 13F -1,176 shares

    0.02% of the 13F portfolio, value $1,735,819.

    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 39,159 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,807,571.

    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).