Apella Capital, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 3, 2024
Value $
$2.43B
Signature - Title
Timothy Richards - CCO
Location
West Hartford, CT
Summary
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. Apella Capital, LLC reported 320 stock holdings with total value $2.43B as of Q3 2024. Top holdings included DFAC, BSV, BNDX, BND, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 320 $2.43B +$130M -$21.5M +$108M DFAC, BSV, BNDX, BND, DFAT 13F-HR 10/3/2024, 02:53 PM
Q2 2024 307 $2.24B +$241M -$18.4M +$223M DFAC, BSV, BNDX, BND, VTI 13F-HR 7/10/2024, 07:19 AM
Q1 2024 294 $1.98B +$135M -$51.5M +$83.6M DFAC, BSV, BNDX, BND, VTI 13F-HR 4/10/2024, 02:42 PM
Q4 2023 292 $1.79B +$350M -$63.9M +$286M DFAC, BSV, BNDX, VTI, DFAT 13F-HR 1/5/2024, 01:05 PM
Q3 2023 259 $1.41B +$70.7M -$18.6M +$52.2M DFAC, BSV, BNDX, VTI, DFAT 13F-HR 10/10/2023, 08:53 AM
Q2 2023 256 $1.4B +$255M -$21.4M +$233M DFAC, BNDX, BSV, VTI, BND 13F-HR 7/6/2023, 10:06 AM
Q4 2022 234 $1.1B +$202M -$24M +$178M DFAC, BNDX, BSV, VTI, BND 13F-HR 1/10/2023, 09:25 AM
Q3 2022 213 $859M +$83.2M -$12.5M +$70.7M DFAC, BNDX, VTI, BSV, BND 13F-HR 10/11/2022, 10:32 AM
Q2 2022 217 $838M +$230M -$22.1M +$208M DFAC, VTI, BNDX, BND, SCHO 13F-HR 7/8/2022, 10:49 AM
Q1 2022 208 $690M +$109M -$157M -$47.3M VTI, BND, BNDX, SCHO, VBR 13F-HR 4/11/2022, 12:08 PM
Q4 2021 203 $784M +$101M -$50.3M +$50.9M DFAC, VTI, SCHO, BND, BNDX 13F-HR 1/13/2022, 01:19 PM
Q3 2021 199 $696M $0 $0 DFAC, VTI, SCHO, DFAX, BNDX New Holdings 1/18/2022, 02:08 PM
Q3 2021 204 $703M +$111M -$30.7M +$79.9M DFAC, VTI, SCHO, DFAX, BNDX 13F-HR 10/12/2021, 10:18 AM
Q2 2021 204 $609M $0 $0 DFAC, VTI, SCHO, BSV, DFUS New Holdings 1/18/2022, 01:54 PM
Q2 2021 215 $628M +$304M -$6.28M +$298M DFAC, VTI, SCHO, BSV, DFUS 13F-HR 7/2/2021, 09:37 AM
Q1 2021 129 $317M +$30.5M -$7.88M +$22.6M VTI, VXUS, BSV, BND, VIG 13F-HR 4/15/2021, 09:11 AM
Q4 2020 125 $285M +$23.1M -$9.36M +$13.7M VTI, VXUS, BND, VIG, BSV 13F-HR 2/18/2021, 04:09 PM
Q3 2020 119 $249M +$30.6M -$3.25M +$27.3M VTI, BND, VXUS, VIG, BNDX 13F-HR 10/22/2020, 02:02 PM
Q2 2020 114 $215M +$23.6M -$2.51M +$21.1M VTI, BND, VXUS, VIG, BNDX 13F-HR 7/20/2020, 09:26 AM
Q1 2020 102 $171M $0 $0 VTI, BND, VIG, VXUS, BNDX 13F-HR 5/14/2020, 10:23 AM