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Disclosery

Apella Capital, LLC: BSV position timeline

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

Apella Capital, LLC held 1,738,455 BSV 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 1,738,455 shares
    Change vs previous 13F +158,571 shares

    1.68% of the 13F portfolio, value $132,748,395.

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

  2. period ended2026-06-30
    13F 1,579,884 shares
    Change vs previous 13F -76,098 shares

    1.73% of the 13F portfolio, value $122,646,385.

    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 1,655,982 shares
    Change vs previous 13F -5,592 shares

    1.93% of the 13F portfolio, value $130,110,484.

    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 1,661,574 shares
    Change vs previous 13F +148,884 shares

    2.59% of the 13F portfolio, value $130,948,647.

    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 1,512,690 shares
    Change vs previous 13F -109,037 shares

    2.67% of the 13F portfolio, value $119,789,922.

    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 1,621,727 shares
    Change vs previous 13F -76,894 shares

    3.44% of the 13F portfolio, value $126,819,054.

    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 1,698,621 shares
    Change vs previous 13F -117,230 shares

    4.55% of the 13F portfolio, value $132,560,351.

    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 1,815,851 shares
    Change vs previous 13F not available

    5.38% of the 13F portfolio, value $140,310,831.

    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).