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Disclosery

Apella Capital, LLC: LQD position timeline

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

Apella Capital, LLC held 79,305 LQD 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 79,305 shares
    Change vs previous 13F -38,481 shares

    0.1% of the 13F portfolio, value $8,097,000.

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

  2. period ended2026-06-30
    13F 117,786 shares
    Change vs previous 13F -5,246 shares

    0.18% of the 13F portfolio, value $12,706,769.

    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 123,032 shares
    Change vs previous 13F -5,547 shares

    0.2% of the 13F portfolio, value $13,538,431.

    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 128,579 shares
    Change vs previous 13F +2,348 shares

    0.28% of the 13F portfolio, value $14,168,080.

    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 126,231 shares
    Change vs previous 13F +97,441 shares

    0.32% of the 13F portfolio, value $14,190,922.

    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 28,790 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,121,159.

    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).