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Disclosery

Apella Capital, LLC: IBTI position timeline

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

Apella Capital, LLC held 242,478 IBTI 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 242,478 shares
    Change vs previous 13F +24,897 shares

    0.07% of the 13F portfolio, value $5,310,257.

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

  2. period ended2026-06-30
    13F 217,581 shares
    Change vs previous 13F +22,880 shares

    0.07% of the 13F portfolio, value $4,800,917.

    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 194,701 shares
    Change vs previous 13F +25,688 shares

    0.06% of the 13F portfolio, value $4,341,827.

    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 169,013 shares
    Change vs previous 13F +57,475 shares

    0.07% of the 13F portfolio, value $3,779,967.

    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 111,538 shares
    Change vs previous 13F +21,105 shares

    0.06% of the 13F portfolio, value $2,505,710.

    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 90,433 shares
    Change vs previous 13F +19,120 shares

    0.05% of the 13F portfolio, value $2,007,163.

    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 71,313 shares
    Change vs previous 13F +55,241 shares

    0.05% of the 13F portfolio, value $1,581,716.

    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 16,072 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $352,045.

    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).