Skip to content
Disclosery

Apella Capital, LLC: SHM position timeline

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

Apella Capital, LLC held 95,637 SHM 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 95,637 shares
    Change vs previous 13F +7,499 shares

    0.06% of the 13F portfolio, value $4,456,698.

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

  2. period ended2026-06-30
    13F 88,138 shares
    Change vs previous 13F +836 shares

    0.06% of the 13F portfolio, value $4,215,650.

    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 87,302 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $4,189,644.

    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 87,260 shares
    Change vs previous 13F -4,308 shares

    0.08% of the 13F portfolio, value $4,187,621.

    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 91,568 shares
    Change vs previous 13F -29,357 shares

    0.1% of the 13F portfolio, value $4,399,846.

    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 120,925 shares
    Change vs previous 13F -6,717 shares

    0.16% of the 13F portfolio, value $5,779,011.

    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 127,642 shares
    Change vs previous 13F -20,388 shares

    0.21% of the 13F portfolio, value $6,004,290.

    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 148,030 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,015,123.

    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).