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Disclosery

Apella Capital, LLC: IAGG position timeline

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

Apella Capital, LLC held 1,071,533 IAGG 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 1,071,533 shares
    Change vs previous 13F +210,467 shares

    0.67% of the 13F portfolio, value $52,558,712.

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

  2. period ended2026-06-30
    13F 861,066 shares
    Change vs previous 13F +143,758 shares

    0.61% of the 13F portfolio, value $43,001,640.

    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 717,308 shares
    Change vs previous 13F +196,879 shares

    0.53% of the 13F portfolio, value $36,016,017.

    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 520,429 shares
    Change vs previous 13F +109,838 shares

    0.51% of the 13F portfolio, value $26,026,672.

    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 410,591 shares
    Change vs previous 13F +97,445 shares

    0.47% of the 13F portfolio, value $21,260,394.

    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 313,146 shares
    Change vs previous 13F +100,137 shares

    0.43% of the 13F portfolio, value $15,976,701.

    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 213,009 shares
    Change vs previous 13F +154,073 shares

    0.37% of the 13F portfolio, value $10,686,654.

    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 58,936 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,942,080.

    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).