Skip to content
Disclosery

Apella Capital, LLC: ITOT position timeline

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

Apella Capital, LLC held 56,103 ITOT 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 56,103 shares
    Change vs previous 13F +2,214 shares

    0.12% of the 13F portfolio, value $9,497,182.

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

  2. period ended2026-06-30
    13F 53,889 shares
    Change vs previous 13F +1,757 shares

    0.12% of the 13F portfolio, value $8,844,280.

    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 52,132 shares
    Change vs previous 13F +8,718 shares

    0.12% of the 13F portfolio, value $8,111,291.

    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 43,414 shares
    Change vs previous 13F -72 shares

    0.13% of the 13F portfolio, value $6,455,226.

    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 43,486 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $6,287,713.

    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 43,476 shares
    Change vs previous 13F -4,615 shares

    0.16% of the 13F portfolio, value $5,904,515.

    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 48,091 shares
    Change vs previous 13F +15,811 shares

    0.2% of the 13F portfolio, value $5,699,289.

    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 32,280 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,151,804.

    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).