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Disclosery

Apella Capital, LLC: IBTG position timeline

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

Apella Capital, LLC held 645,847 IBTG 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 645,847 shares
    Change vs previous 13F -92,765 shares

    0.19% of the 13F portfolio, value $14,744,691.

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

  2. period ended2026-06-30
    13F 738,612 shares
    Change vs previous 13F -38,082 shares

    0.24% of the 13F portfolio, value $16,869,903.

    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 776,694 shares
    Change vs previous 13F +9,767 shares

    0.26% of the 13F portfolio, value $17,774,644.

    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 766,927 shares
    Change vs previous 13F +289,541 shares

    0.35% of the 13F portfolio, value $17,543,458.

    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 477,386 shares
    Change vs previous 13F +52,905 shares

    0.24% of the 13F portfolio, value $10,946,466.

    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 424,481 shares
    Change vs previous 13F +56,457 shares

    0.26% of the 13F portfolio, value $9,695,149.

    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 368,024 shares
    Change vs previous 13F +352,477 shares

    0.29% of the 13F portfolio, value $8,424,068.

    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 15,547 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $354,626.

    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).