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Disclosery

Apella Capital, LLC: JPIB position timeline

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

Apella Capital, LLC held 479,229 JPIB 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 479,229 shares
    Change vs previous 13F +37,874 shares

    0.28% of the 13F portfolio, value $22,384,787.

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

  2. period ended2026-06-30
    13F 441,355 shares
    Change vs previous 13F +29,792 shares

    0.3% of the 13F portfolio, value $21,268,907.

    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 411,563 shares
    Change vs previous 13F +271,225 shares

    0.3% of the 13F portfolio, value $19,964,909.

    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 140,338 shares
    Change vs previous 13F +22,763 shares

    0.14% of the 13F portfolio, value $6,834,460.

    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 117,575 shares
    Change vs previous 13F +106,923 shares

    0.13% of the 13F portfolio, value $5,774,094.

    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 10,652 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $515,983.

    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).