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Disclosery

Apella Capital, LLC: IVV position timeline

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

Apella Capital, LLC held 68,054 IVV 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 68,054 shares
    Change vs previous 13F +59,699 shares

    0.67% of the 13F portfolio, value $53,121,573.

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

  2. period ended2026-06-30
    13F 8,355 shares
    Change vs previous 13F -34 shares

    0.09% of the 13F portfolio, value $6,274,970.

    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 8,389 shares
    Change vs previous 13F +2,995 shares

    0.09% of the 13F portfolio, value $5,984,687.

    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 5,394 shares
    Change vs previous 13F +3,198 shares

    0.07% of the 13F portfolio, value $3,694,256.

    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 2,196 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $1,458,334.

    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 2,123 shares
    Change vs previous 13F +645 shares

    0.04% of the 13F portfolio, value $1,324,187.

    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 1,478 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $807,611.

    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 1,549 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $912,136.

    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).