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Disclosery

Apella Capital, LLC: SHY position timeline

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

Apella Capital, LLC held 152,694 SHY 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 152,694 shares
    Change vs previous 13F +116,984 shares

    0.16% of the 13F portfolio, value $12,392,664.

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

  2. period ended2026-06-30
    13F 35,710 shares
    Change vs previous 13F -6,245 shares

    0.04% of the 13F portfolio, value $2,923,205.

    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 41,955 shares
    Change vs previous 13F +2,291 shares

    0.05% of the 13F portfolio, value $3,467,162.

    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 39,664 shares
    Change vs previous 13F -9,538 shares

    0.06% of the 13F portfolio, value $3,284,986.

    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 49,202 shares
    Change vs previous 13F -1,074 shares

    0.09% of the 13F portfolio, value $4,088,686.

    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 50,276 shares
    Change vs previous 13F -3,002 shares

    0.11% of the 13F portfolio, value $4,142,253.

    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 53,278 shares
    Change vs previous 13F -8,630 shares

    0.15% of the 13F portfolio, value $4,400,262.

    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 61,908 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,075,252.

    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).