Apella Capital, LLC quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Apella Capital, LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$444,412); the largest decrease was THE REAL BROKERAGE INC (-$28,460).
- THE REAL BROKERAGE INC: Country of operation —; Class COM NEW; Shares 2026-03-31 55,758; Shares 2026-06-30 55,252.
Two Form 13F-HR filings compared (SEC CIK 1801507): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-08). 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; share change is the position change.
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