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Apella Capital, LLC: GIS position timeline

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

Apella Capital, LLC held 12,551 GIS 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 12,551 shares
    Change vs previous 13F +1,403 shares

    0.01% of the 13F portfolio, value $398,754.

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

  2. period ended2026-06-30
    13F 11,148 shares
    Change vs previous 13F +347 shares

    0.01% of the 13F portfolio, value $413,583.

    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 10,801 shares
    Change vs previous 13F +1,716 shares

    0.01% of the 13F portfolio, value $383,420.

    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 9,085 shares
    Change vs previous 13F -307 shares

    0.01% of the 13F portfolio, value $422,441.

    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 9,392 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $448,078.

    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 9,405 shares
    Change vs previous 13F +137 shares

    0.01% of the 13F portfolio, value $487,558.

    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 9,268 shares
    Change vs previous 13F +1,176 shares

    0.02% of the 13F portfolio, value $538,104.

    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 8,092 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $515,998.

    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).