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Disclosery

Apella Capital, LLC: IWM position timeline

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

Apella Capital, LLC held 25,092 IWM 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 25,092 shares
    Change vs previous 13F +5,169 shares

    0.09% of the 13F portfolio, value $6,967,948.

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

  2. period ended2026-06-30
    13F 19,923 shares
    Change vs previous 13F -65 shares

    0.08% of the 13F portfolio, value $5,901,113.

    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 19,988 shares
    Change vs previous 13F +1,652 shares

    0.08% of the 13F portfolio, value $5,512,298.

    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 18,336 shares
    Change vs previous 13F +6,912 shares

    0.09% of the 13F portfolio, value $4,513,498.

    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 11,424 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $2,799,586.

    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 11,366 shares
    Change vs previous 13F +708 shares

    0.07% of the 13F portfolio, value $2,497,503.

    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 10,658 shares
    Change vs previous 13F +182 shares

    0.07% of the 13F portfolio, value $2,021,516.

    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 10,476 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,314,794.

    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).