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Disclosery

Apella Capital, LLC: IVE position timeline

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

Apella Capital, LLC held 30,013 IVE 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 30,013 shares
    Change vs previous 13F +18,898 shares

    0.09% of the 13F portfolio, value $6,926,392.

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

  2. period ended2026-06-30
    13F 11,115 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,565,167.

    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 11,115 shares
    Change vs previous 13F +1,170 shares

    0.04% of the 13F portfolio, value $2,455,169.

    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 9,945 shares
    Change vs previous 13F +356 shares

    0.04% of the 13F portfolio, value $2,109,053.

    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 9,589 shares
    Change vs previous 13F +5,792 shares

    0.04% of the 13F portfolio, value $1,961,754.

    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 3,797 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $748,844.

    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 3,896 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $704,804.

    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 3,696 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $705,445.

    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).