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Disclosery

Apella Capital, LLC: J position timeline

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

Apella Capital, LLC held 2,326 J 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 2,326 shares
    Change vs previous 13F +215 shares

    <0.01% of the 13F portfolio, value $317,150.

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

  2. period ended2026-06-30
    13F 2,111 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $275,042.

    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 2,087 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $269,079.

    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 2,076 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $274,988.

    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 2,074 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $323,689.

    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 2,058 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $272,417.

    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 2,045 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,415.

    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).