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Disclosery

Apella Capital, LLC: IWF position timeline

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

Apella Capital, LLC held 230,108 IWF 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 230,108 shares
    Change vs previous 13F +2,359 shares

    0.38% of the 13F portfolio, value $29,628,761.

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

  2. period ended2026-06-30
    13F 227,749 shares
    Change vs previous 13F +169,961 shares

    0.39% of the 13F portfolio, value $27,637,287.

    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 57,788 shares
    Change vs previous 13F +6,633 shares

    0.41% of the 13F portfolio, value $27,530,988.

    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 51,155 shares
    Change vs previous 13F +377 shares

    0.48% of the 13F portfolio, value $24,211,827.

    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 50,778 shares
    Change vs previous 13F +23,825 shares

    0.53% of the 13F portfolio, value $23,600,246.

    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 26,953 shares
    Change vs previous 13F -4,874 shares

    0.31% of the 13F portfolio, value $11,461,952.

    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 31,827 shares
    Change vs previous 13F +27,442 shares

    0.39% of the 13F portfolio, value $11,383,172.

    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 4,385 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,760,810.

    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).