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Apella Capital, LLC: IJH position timeline

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

Apella Capital, LLC held 418,807 IJH 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 418,807 shares
    Change vs previous 13F -60,056 shares

    0.39% of the 13F portfolio, value $30,472,371.

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

  2. period ended2026-06-30
    13F 478,863 shares
    Change vs previous 13F +17,673 shares

    0.51% of the 13F portfolio, value $36,139,766.

    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 461,190 shares
    Change vs previous 13F +94,286 shares

    0.5% of the 13F portfolio, value $33,620,772.

    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 366,904 shares
    Change vs previous 13F +38,974 shares

    0.48% of the 13F portfolio, value $24,215,655.

    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 327,930 shares
    Change vs previous 13F +76,169 shares

    0.47% of the 13F portfolio, value $21,099,003.

    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 251,761 shares
    Change vs previous 13F +15,233 shares

    0.43% of the 13F portfolio, value $15,898,702.

    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 236,528 shares
    Change vs previous 13F +228,795 shares

    0.45% of the 13F portfolio, value $13,221,910.

    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 7,733 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $481,843.

    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).