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Disclosery

Apella Capital, LLC: ISTB position timeline

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

Apella Capital, LLC held 1,469,742 ISTB 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 1,469,742 shares
    Change vs previous 13F +384,056 shares

    0.88% of the 13F portfolio, value $69,371,820.

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

  2. period ended2026-06-30
    13F 1,085,686 shares
    Change vs previous 13F +137,171 shares

    0.74% of the 13F portfolio, value $52,178,065.

    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 948,515 shares
    Change vs previous 13F +134,093 shares

    0.68% of the 13F portfolio, value $46,107,329.

    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 814,422 shares
    Change vs previous 13F +106,752 shares

    0.78% of the 13F portfolio, value $39,703,079.

    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 707,670 shares
    Change vs previous 13F +317,066 shares

    0.77% of the 13F portfolio, value $34,647,528.

    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 390,604 shares
    Change vs previous 13F +149,948 shares

    0.51% of the 13F portfolio, value $18,885,693.

    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 240,656 shares
    Change vs previous 13F +202,751 shares

    0.4% of the 13F portfolio, value $11,573,127.

    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 37,905 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,810,743.

    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).