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Disclosery

Apella Capital, LLC: JEPI position timeline

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

Apella Capital, LLC held 269,510 JEPI 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 269,510 shares
    Change vs previous 13F -97,034 shares

    0.19% of the 13F portfolio, value $15,213,821.

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

  2. period ended2026-06-30
    13F 366,544 shares
    Change vs previous 13F -16,029 shares

    0.29% of the 13F portfolio, value $20,841,703.

    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 382,573 shares
    Change vs previous 13F +34,692 shares

    0.33% of the 13F portfolio, value $22,108,912.

    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 347,881 shares
    Change vs previous 13F +9,499 shares

    0.39% of the 13F portfolio, value $19,912,701.

    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 338,382 shares
    Change vs previous 13F +254,521 shares

    0.43% of the 13F portfolio, value $19,121,953.

    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 83,861 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,755,733.

    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).