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Disclosery

Apella Capital, LLC: IMTM position timeline

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

Apella Capital, LLC held 205,961 IMTM 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 205,961 shares
    Change vs previous 13F -9,035 shares

    0.14% of the 13F portfolio, value $10,792,358.

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

  2. period ended2026-06-30
    13F 214,996 shares
    Change vs previous 13F -6,974 shares

    0.16% of the 13F portfolio, value $11,209,916.

    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 221,970 shares
    Change vs previous 13F -13,446 shares

    0.17% of the 13F portfolio, value $11,722,233.

    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 235,416 shares
    Change vs previous 13F -19,570 shares

    0.22% of the 13F portfolio, value $11,292,901.

    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 254,986 shares
    Change vs previous 13F -40,675 shares

    0.27% of the 13F portfolio, value $12,109,283.

    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 295,661 shares
    Change vs previous 13F -48,804 shares

    0.36% of the 13F portfolio, value $13,331,353.

    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 344,465 shares
    Change vs previous 13F -113,482 shares

    0.46% of the 13F portfolio, value $13,320,454.

    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 457,947 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $17,127,231.

    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).