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Disclosery

Apella Capital, LLC: IQLT position timeline

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

Apella Capital, LLC held 78,148 IQLT 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 78,148 shares
    Change vs previous 13F -6,835 shares

    0.05% of the 13F portfolio, value $3,853,466.

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

  2. period ended2026-06-30
    13F 84,983 shares
    Change vs previous 13F -2,759 shares

    0.06% of the 13F portfolio, value $4,204,087.

    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 87,742 shares
    Change vs previous 13F -5,188 shares

    0.06% of the 13F portfolio, value $4,359,031.

    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 92,930 shares
    Change vs previous 13F -12,490 shares

    0.08% of the 13F portfolio, value $4,223,685.

    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 105,420 shares
    Change vs previous 13F -19,959 shares

    0.1% of the 13F portfolio, value $4,712,284.

    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 125,379 shares
    Change vs previous 13F -23,779 shares

    0.15% of the 13F portfolio, value $5,368,738.

    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 149,158 shares
    Change vs previous 13F -50,593 shares

    0.2% of the 13F portfolio, value $5,760,469.

    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 199,751 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,414,775.

    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).