Skip to content
Disclosery

Apella Capital, LLC: IWD position timeline

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

Apella Capital, LLC held 72,554 IWD 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 72,554 shares
    Change vs previous 13F +3,294 shares

    0.23% of the 13F portfolio, value $18,194,967.

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

  2. period ended2026-06-30
    13F 69,260 shares
    Change vs previous 13F -3,137 shares

    0.24% of the 13F portfolio, value $17,158,434.

    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 72,397 shares
    Change vs previous 13F +539 shares

    0.24% of the 13F portfolio, value $16,444,956.

    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 71,858 shares
    Change vs previous 13F -1,414 shares

    0.3% of the 13F portfolio, value $15,114,664.

    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 73,272 shares
    Change vs previous 13F +28,614 shares

    0.33% of the 13F portfolio, value $14,789,241.

    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 44,658 shares
    Change vs previous 13F -11,714 shares

    0.24% of the 13F portfolio, value $8,747,630.

    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 56,372 shares
    Change vs previous 13F +48,783 shares

    0.35% of the 13F portfolio, value $10,075,375.

    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 7,589 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,405,024.

    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).