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Disclosery

Apella Capital, LLC: SPAB position timeline

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

Apella Capital, LLC held 2,646,568 SPAB 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 2,646,568 shares
    Change vs previous 13F +422,963 shares

    0.82% of the 13F portfolio, value $64,338,062.

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

  2. period ended2026-06-30
    13F 2,223,605 shares
    Change vs previous 13F +416,473 shares

    0.8% of the 13F portfolio, value $56,301,672.

    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 1,807,132 shares
    Change vs previous 13F +470,528 shares

    0.69% of the 13F portfolio, value $46,533,640.

    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 1,336,604 shares
    Change vs previous 13F +263,546 shares

    0.68% of the 13F portfolio, value $34,417,559.

    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 1,073,058 shares
    Change vs previous 13F +235,242 shares

    0.62% of the 13F portfolio, value $27,974,626.

    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 837,816 shares
    Change vs previous 13F +327,649 shares

    0.58% of the 13F portfolio, value $21,213,513.

    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 510,167 shares
    Change vs previous 13F +418,413 shares

    0.44% of the 13F portfolio, value $12,897,025.

    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 91,754 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,292,932.

    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).