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Disclosery

Apella Capital, LLC: IBTJ position timeline

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

Apella Capital, LLC held 151,684 IBTJ 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 151,684 shares
    Change vs previous 13F +28,034 shares

    0.04% of the 13F portfolio, value $3,220,242.

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

  2. period ended2026-06-30
    13F 123,650 shares
    Change vs previous 13F +20,889 shares

    0.04% of the 13F portfolio, value $2,667,138.

    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 102,761 shares
    Change vs previous 13F +9,995 shares

    0.03% of the 13F portfolio, value $2,248,926.

    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 92,766 shares
    Change vs previous 13F +19,646 shares

    0.04% of the 13F portfolio, value $2,035,759.

    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 73,120 shares
    Change vs previous 13F +23,298 shares

    0.04% of the 13F portfolio, value $1,614,126.

    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 49,822 shares
    Change vs previous 13F +11,249 shares

    0.03% of the 13F portfolio, value $1,083,132.

    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 38,573 shares
    Change vs previous 13F +22,132 shares

    0.03% of the 13F portfolio, value $836,358.

    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 16,441 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $350,627.

    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).