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Disclosery

Apella Capital, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on BIV, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 200,243 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 200,243 shares
    Change vs previous 13F -182 shares

    0.18% of the 13F portfolio, value $14,573,681.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 200,425 shares
    Change vs previous 13F -1,877 shares

    0.22% of the 13F portfolio, value $15,252,314.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 202,302 shares
    Change vs previous 13F +9,819 shares

    0.23% of the 13F portfolio, value $15,708,713.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 192,483 shares
    Change vs previous 13F +184,320 shares

    0.3% of the 13F portfolio, value $14,990,610.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,163 shares
    Change vs previous 13F -9,011 shares

    0.01% of the 13F portfolio, value $642,929.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 17,174 shares
    Change vs previous 13F +222 shares

    0.04% of the 13F portfolio, value $1,314,141.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 16,952 shares
    Change vs previous 13F -421 shares

    0.04% of the 13F portfolio, value $1,286,127.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 17,373 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,298,279.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).