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Disclosery

Apella Capital, LLC: IBTK position timeline

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

Apella Capital, LLC held 60,996 IBTK 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 60,996 shares
    Change vs previous 13F +1,281 shares

    0.01% of the 13F portfolio, value $1,158,314.

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

  2. period ended2026-06-30
    13F 59,715 shares
    Change vs previous 13F +16,301 shares

    0.02% of the 13F portfolio, value $1,161,460.

    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 43,414 shares
    Change vs previous 13F +12,564 shares

    0.01% of the 13F portfolio, value $858,948.

    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 30,850 shares
    Change vs previous 13F +9,866 shares

    0.01% of the 13F portfolio, value $612,225.

    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 20,984 shares
    Change vs previous 13F +139 shares

    0.01% of the 13F portfolio, value $419,778.

    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 20,845 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $409,187.

    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 20,822 shares
    Change vs previous 13F +2,345 shares

    0.01% of the 13F portfolio, value $407,277.

    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 18,477 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $354,627.

    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).