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Disclosery

Apella Capital, LLC: GEM position timeline

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

Apella Capital, LLC held 231,229 GEM 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 231,229 shares
    Change vs previous 13F -7,537 shares

    0.15% of the 13F portfolio, value $11,878,258.

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

  2. period ended2026-06-30
    13F 238,766 shares
    Change vs previous 13F -7,581 shares

    0.17% of the 13F portfolio, value $11,986,058.

    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 246,347 shares
    Change vs previous 13F -14,556 shares

    0.18% of the 13F portfolio, value $11,913,361.

    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 260,903 shares
    Change vs previous 13F -30,576 shares

    0.21% of the 13F portfolio, value $10,858,767.

    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 291,479 shares
    Change vs previous 13F -46,808 shares

    0.27% of the 13F portfolio, value $12,084,713.

    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 338,287 shares
    Change vs previous 13F -63,205 shares

    0.34% of the 13F portfolio, value $12,530,136.

    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 401,492 shares
    Change vs previous 13F -128,729 shares

    0.43% of the 13F portfolio, value $12,630,927.

    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 530,221 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $16,924,644.

    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).