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Disclosery

Apella Capital, LLC: HTRB position timeline

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

Apella Capital, LLC held 229,886 HTRB 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 229,886 shares
    Change vs previous 13F +46,168 shares

    0.09% of the 13F portfolio, value $7,367,834.

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

  2. period ended2026-06-30
    13F 183,718 shares
    Change vs previous 13F +18,112 shares

    0.09% of the 13F portfolio, value $6,168,330.

    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 165,606 shares
    Change vs previous 13F +21,125 shares

    0.08% of the 13F portfolio, value $5,650,472.

    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 144,481 shares
    Change vs previous 13F +16,826 shares

    0.1% of the 13F portfolio, value $4,934,015.

    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 127,655 shares
    Change vs previous 13F +115,901 shares

    0.1% of the 13F portfolio, value $4,429,612.

    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 11,754 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $395,287.

    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).