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Disclosery

Apella Capital, LLC: IYR position timeline

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

Apella Capital, LLC held 13,299 IYR 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 13,299 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $1,248,663.

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

  2. period ended2026-06-30
    13F 13,283 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $1,388,163.

    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 13,376 shares
    Change vs previous 13F +1,705 shares

    0.02% of the 13F portfolio, value $1,377,430.

    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 11,671 shares
    Change vs previous 13F +8,658 shares

    0.02% of the 13F portfolio, value $1,095,761.

    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 3,013 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $290,235.

    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 2,989 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $283,972.

    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 2,973 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $265,857.

    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 $276,027.

    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).