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Disclosery

Apella Capital, LLC: SOXX position timeline

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

Apella Capital, LLC held 2,626 SOXX 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 2,626 shares
    Change vs previous 13F +185 shares

    0.02% of the 13F portfolio, value $1,530,498.

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

  2. period ended2026-06-30
    13F 2,441 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $1,346,470.

    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 2,371 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $985,641.

    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 2,071 shares
    Change vs previous 13F +89 shares

    0.01% of the 13F portfolio, value $623,625.

    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 1,982 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $572,618.

    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 1,981 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $473,048.

    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 2,031 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $372,885.

    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 1,980 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $426,759.

    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).