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Disclosery

Apella Capital, LLC: IBB position timeline

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

Apella Capital, LLC held 57,210 IBB 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 57,210 shares
    Change vs previous 13F -320 shares

    0.15% of the 13F portfolio, value $11,632,993.

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

  2. period ended2026-06-30
    13F 57,530 shares
    Change vs previous 13F -410 shares

    0.16% of the 13F portfolio, value $11,404,083.

    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 57,940 shares
    Change vs previous 13F +346 shares

    0.15% of the 13F portfolio, value $10,235,707.

    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 57,594 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,720,132.

    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).