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Apella Capital, LLC: EWX position timeline

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

Apella Capital, LLC held 111,007 EWX 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 111,007 shares
    Change vs previous 13F -22,340 shares

    0.1% of the 13F portfolio, value $7,949,180.

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

  2. period ended2026-06-30
    13F 133,347 shares
    Change vs previous 13F -4,230 shares

    0.14% of the 13F portfolio, value $9,655,355.

    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 137,577 shares
    Change vs previous 13F +14,986 shares

    0.15% of the 13F portfolio, value $10,118,803.

    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 122,591 shares
    Change vs previous 13F +8,065 shares

    0.16% of the 13F portfolio, value $8,048,829.

    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 114,526 shares
    Change vs previous 13F +4,812 shares

    0.17% of the 13F portfolio, value $7,681,245.

    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 109,714 shares
    Change vs previous 13F +10,088 shares

    0.18% of the 13F portfolio, value $6,804,448.

    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 99,626 shares
    Change vs previous 13F +7,325 shares

    0.18% of the 13F portfolio, value $5,234,337.

    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 92,301 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,409,743.

    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).