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Disclosery

Apella Capital, LLC: IBM position timeline

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

Apella Capital, LLC held 17,689 IBM 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 17,689 shares
    Change vs previous 13F +2,904 shares

    0.05% of the 13F portfolio, value $3,900,603.

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

  2. period ended2026-06-30
    13F 14,785 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $4,526,275.

    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 14,985 shares
    Change vs previous 13F +6,207 shares

    0.06% of the 13F portfolio, value $3,798,145.

    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 8,778 shares
    Change vs previous 13F +92 shares

    0.05% of the 13F portfolio, value $2,600,168.

    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 8,686 shares
    Change vs previous 13F +1,120 shares

    0.05% of the 13F portfolio, value $2,397,062.

    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 7,566 shares
    Change vs previous 13F +974 shares

    0.06% of the 13F portfolio, value $2,212,839.

    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 6,592 shares
    Change vs previous 13F +1,644 shares

    0.05% of the 13F portfolio, value $1,551,079.

    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 4,948 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,087,700.

    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).