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Disclosery

Apella Capital, LLC: JCPB position timeline

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

Apella Capital, LLC held 775,705 JCPB 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 775,705 shares
    Change vs previous 13F +83,203 shares

    0.44% of the 13F portfolio, value $34,619,706.

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

  2. period ended2026-06-30
    13F 692,502 shares
    Change vs previous 13F +45,770 shares

    0.46% of the 13F portfolio, value $32,239,436.

    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 646,732 shares
    Change vs previous 13F +384,397 shares

    0.45% of the 13F portfolio, value $30,609,838.

    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 262,335 shares
    Change vs previous 13F +29,564 shares

    0.25% of the 13F portfolio, value $12,421,574.

    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 232,771 shares
    Change vs previous 13F +211,536 shares

    0.25% of the 13F portfolio, value $11,142,752.

    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 21,235 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $988,702.

    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).