Current Market Value 3,689,124,357
Current Holdings 424
Most Recent File Date 2025-07-08
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Apella Capital, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 424 3,689,124
2025-04-10 2025-03-31 13F-HR 387 2,913,516
2025-01-14 2024-12-31 13F-HR 341 2,606,976
2024-10-03 2024-09-30 13F-HR 320 2,433,194
2024-07-10 2024-06-30 13F-HR 307 2,236,511
2024-04-10 2024-03-31 13F-HR 294 1,982,170
2024-01-05 2023-12-31 13F-HR 292 1,794,703
2023-10-10 2023-09-30 13F-HR 259 1,414,905
2023-07-06 2023-06-30 13F-HR 256 1,404,607
2023-01-10 2022-12-31 13F-HR 234 1,097,136
2022-10-11 2022-09-30 13F-HR 213 859,406
2022-07-08 2022-06-30 13F-HR 217 837,770
2022-04-11 2022-03-31 13F-HR 208 709,976
2022-01-13 2021-12-31 13F-HR 203 784,150
2022-01-18 2021-09-30 13F-HR/A 1 N 199 695,560
2021-10-12 2021-09-30 13F-HR 181 520,842
2022-01-18 2021-06-30 13F-HR/A 1 N 204 608,706
2021-07-02 2021-06-30 13F-HR 187 429,229
2021-04-15 2021-03-31 13F-HR 129 317,215
2021-02-18 2020-12-31 13F-HR 125 285,021
2020-10-22 2020-09-30 13F-HR 119 248,948
2020-07-20 2020-06-30 13F-HR 114 214,605
2020-05-14 2020-03-31 13F-HR 102 171,270