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Disclosery

Apella Capital, LLC: IJR position timeline

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

Apella Capital, LLC held 194,552 IJR 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 194,552 shares
    Change vs previous 13F +110,790 shares

    0.34% of the 13F portfolio, value $26,669,136.

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

  2. period ended2026-06-30
    13F 83,762 shares
    Change vs previous 13F -2,826 shares

    0.17% of the 13F portfolio, value $12,178,090.

    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 86,588 shares
    Change vs previous 13F +5,132 shares

    0.17% of the 13F portfolio, value $11,723,205.

    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 81,456 shares
    Change vs previous 13F +2,303 shares

    0.19% of the 13F portfolio, value $9,789,355.

    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 79,153 shares
    Change vs previous 13F +11,471 shares

    0.21% of the 13F portfolio, value $9,323,467.

    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 67,682 shares
    Change vs previous 13F -4,751 shares

    0.2% of the 13F portfolio, value $7,523,515.

    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 72,433 shares
    Change vs previous 13F +20,767 shares

    0.25% of the 13F portfolio, value $7,139,039.

    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 51,666 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,952,960.

    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).