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Disclosery

Apella Capital, LLC: IWS position timeline

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

Apella Capital, LLC held 4,028 IWS 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 4,028 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $655,759.

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

  2. period ended2026-06-30
    13F 4,000 shares
    Change vs previous 13F -192 shares

    0.01% of the 13F portfolio, value $662,990.

    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 4,192 shares
    Change vs previous 13F +593 shares

    0.01% of the 13F portfolio, value $653,578.

    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 3,599 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $507,576.

    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 3,464 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $475,732.

    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 3,338 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $446,820.

    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 2,976 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $355,149.

    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 2,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $383,677.

    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).