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Apella Capital, LLC: JPST position timeline

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

Apella Capital, LLC held 162,894 JPST 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 162,894 shares
    Change vs previous 13F -18,922 shares

    0.1% of the 13F portfolio, value $8,188,674.

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

  2. period ended2026-06-30
    13F 181,816 shares
    Change vs previous 13F +3,496 shares

    0.13% of the 13F portfolio, value $9,168,976.

    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 178,320 shares
    Change vs previous 13F +123,776 shares

    0.13% of the 13F portfolio, value $9,015,844.

    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 54,544 shares
    Change vs previous 13F -3,765 shares

    0.05% of the 13F portfolio, value $2,759,359.

    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 58,309 shares
    Change vs previous 13F -147,621 shares

    0.07% of the 13F portfolio, value $2,956,846.

    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 205,930 shares
    Change vs previous 13F +186,409 shares

    0.28% of the 13F portfolio, value $10,395,352.

    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 19,521 shares
    Change vs previous 13F +285 shares

    0.03% of the 13F portfolio, value $983,098.

    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 19,236 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $968,901.

    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).