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Disclosery

Apella Capital, LLC: IWV position timeline

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

Apella Capital, LLC held 20,472 IWV 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 20,472 shares
    Change vs previous 13F +26 shares

    0.11% of the 13F portfolio, value $8,996,857.

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

  2. period ended2026-06-30
    13F 20,446 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $8,717,434.

    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 20,496 shares
    Change vs previous 13F -6,046 shares

    0.12% of the 13F portfolio, value $8,287,644.

    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 26,542 shares
    Change vs previous 13F +20,350 shares

    0.2% of the 13F portfolio, value $10,267,965.

    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 6,192 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $2,328,675.

    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 6,190 shares
    Change vs previous 13F -242 shares

    0.06% of the 13F portfolio, value $2,187,275.

    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 6,432 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $1,983,285.

    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 6,429 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,148,936.

    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).