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Disclosery

Apella Capital, LLC: IUSB position timeline

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

Apella Capital, LLC held 1,626,651 IUSB 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 1,626,651 shares
    Change vs previous 13F +244,077 shares

    0.91% of the 13F portfolio, value $71,605,166.

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

  2. period ended2026-06-30
    13F 1,382,574 shares
    Change vs previous 13F +260,144 shares

    0.89% of the 13F portfolio, value $63,321,896.

    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 1,122,430 shares
    Change vs previous 13F +295,869 shares

    0.78% of the 13F portfolio, value $52,226,666.

    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 826,561 shares
    Change vs previous 13F +164,024 shares

    0.76% of the 13F portfolio, value $38,468,133.

    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 662,537 shares
    Change vs previous 13F +145,220 shares

    0.69% of the 13F portfolio, value $31,159,112.

    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 517,317 shares
    Change vs previous 13F +197,729 shares

    0.64% of the 13F portfolio, value $23,672,438.

    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 319,588 shares
    Change vs previous 13F +193,899 shares

    0.5% of the 13F portfolio, value $14,573,199.

    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 125,689 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,681,124.

    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).