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Disclosery

Apella Capital, LLC: IWB position timeline

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

Apella Capital, LLC held 22,175 IWB 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 22,175 shares
    Change vs previous 13F +4,248 shares

    0.12% of the 13F portfolio, value $9,406,527.

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

  2. period ended2026-06-30
    13F 17,927 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $7,344,981.

    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 17,927 shares
    Change vs previous 13F +1,718 shares

    0.1% of the 13F portfolio, value $6,971,735.

    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 16,209 shares
    Change vs previous 13F +3,255 shares

    0.12% of the 13F portfolio, value $6,053,089.

    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 12,954 shares
    Change vs previous 13F -81 shares

    0.1% of the 13F portfolio, value $4,697,898.

    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 13,035 shares
    Change vs previous 13F +125 shares

    0.12% of the 13F portfolio, value $4,449,758.

    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 12,910 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $3,847,826.

    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 12,910 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,159,086.

    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).