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Disclosery

Apella Capital, LLC: IBTH position timeline

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

Apella Capital, LLC held 454,263 IBTH 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 454,263 shares
    Change vs previous 13F +13,420 shares

    0.13% of the 13F portfolio, value $10,125,525.

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

  2. period ended2026-06-30
    13F 440,843 shares
    Change vs previous 13F +30,121 shares

    0.14% of the 13F portfolio, value $9,837,401.

    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 410,722 shares
    Change vs previous 13F +16,107 shares

    0.14% of the 13F portfolio, value $9,214,555.

    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 394,615 shares
    Change vs previous 13F +177,358 shares

    0.18% of the 13F portfolio, value $8,867,002.

    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 217,257 shares
    Change vs previous 13F +41,818 shares

    0.11% of the 13F portfolio, value $4,895,896.

    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 175,439 shares
    Change vs previous 13F +78,323 shares

    0.11% of the 13F portfolio, value $3,924,569.

    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 97,116 shares
    Change vs previous 13F +81,185 shares

    0.07% of the 13F portfolio, value $2,175,391.

    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 15,931 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,607.

    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).