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Disclosery

Apella Capital, LLC: SEIV position timeline

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

Apella Capital, LLC held 5,465 SEIV 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 5,465 shares
    Change vs previous 13F -25,710 shares

    <0.01% of the 13F portfolio, value $272,594.

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

  2. period ended2026-06-30
    13F 31,175 shares
    Change vs previous 13F -6,700 shares

    0.02% of the 13F portfolio, value $1,498,271.

    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 37,875 shares
    Change vs previous 13F -658 shares

    0.02% of the 13F portfolio, value $1,666,311.

    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 38,533 shares
    Change vs previous 13F +4,946 shares

    0.03% of the 13F portfolio, value $1,599,120.

    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 33,587 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,281,680.

    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).