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Disclosery

Apella Capital, LLC: IVW position timeline

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

Apella Capital, LLC held 102,740 IVW 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 102,740 shares
    Change vs previous 13F +40,215 shares

    0.19% of the 13F portfolio, value $14,988,688.

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

  2. period ended2026-06-30
    13F 62,525 shares
    Change vs previous 13F -18,786 shares

    0.12% of the 13F portfolio, value $8,507,196.

    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 81,311 shares
    Change vs previous 13F -23,909 shares

    0.15% of the 13F portfolio, value $10,433,819.

    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 105,220 shares
    Change vs previous 13F -1,322 shares

    0.26% of the 13F portfolio, value $12,969,473.

    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 106,542 shares
    Change vs previous 13F +94,219 shares

    0.28% of the 13F portfolio, value $12,759,482.

    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 12,323 shares
    Change vs previous 13F +2,105 shares

    0.04% of the 13F portfolio, value $1,357,359.

    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 10,218 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $943,371.

    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 10,137 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,029,256.

    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).