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Apella Capital, LLC → UFPT

Apella Capital, LLC UFPT Position History

UFP Technologies, Inc.

Quarters held
8
Latest value
$641K
Q3 2026
Peak value
$6.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$566K
Q4 2025$659K
Q1 2026$6.8M
Q1 2026$633K
Q2 2026$6.5M
Q2 2026$613K
Q3 2026$6.8M
Q3 2026$641K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$641K17.5K——
Q3 2026$6.8M154.8K——
Q2 2026$613K17.4K——
Q2 2026$6.5M155.2K——
Q1 2026$633K17.2K——
Q1 2026$6.8M171.1K——
Q4 2025$659K17.6K——
Q3 2025$566K17.6K——

Other funds holding UFPT

Other Apella Capital, LLC positions

VGES

VANGUARD INDEX FDS

$292.4M
VGES

VANGUARD INDEX FDS

$274.7M
VGES

VANGUARD INDEX FDS

$255.9M
VGES

VANGUARD INDEX FDS

$230.9M
HONA

DIMENSIONAL ETF TRUST

$204.4M
HONA

DIMENSIONAL ETF TRUST

$196.1M
HONA

DIMENSIONAL ETF TRUST

$188.2M
VGES

VANGUARD SCOTTSDALE FDS

$166.3M