Position in APD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$611,573
+$9,678 QoQ
Shares Held
2,086
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,007
of 1,766 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Apella Capital, LLC holds $1,979,224 across 3 Specialty Chemicals names. APD ranks #2 (30.9% of the industry book) .
All Filings in APD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,573 | 2,086 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $601,895 | 2,072 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $346,816 | 1,404 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $280,356 | 1,028 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $263,444 | 934 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $274,570 | 931 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||