Apella Capital, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Apella Capital, LLC opened 6 positions, added to 8, reduced 17 and sold out of 0.
- Q1 2026: Stock VRP; Country of operation —; Class VAR RATE PFD; Shares before 0.
- Q1 2026: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 0.
- Q1 2026: Stock WELLS FARGO & CO; Country of operation United States; Class PERP PFD CNV A; Shares before 0.
- Q4 2025: Stock PFXF; Country of operation —; Class PREFERRED SECURT; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1801507), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-03-31.
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