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Disclosery

Apella Capital, LLC: SPDW position timeline

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

Apella Capital, LLC held 480,245 SPDW 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 480,245 shares
    Change vs previous 13F -153,745 shares

    0.3% of the 13F portfolio, value $23,988,262.

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

  2. period ended2026-06-30
    13F 633,990 shares
    Change vs previous 13F -31,731 shares

    0.45% of the 13F portfolio, value $31,750,227.

    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 665,721 shares
    Change vs previous 13F +17,491 shares

    0.49% of the 13F portfolio, value $32,973,173.

    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 648,230 shares
    Change vs previous 13F +46,167 shares

    0.57% of the 13F portfolio, value $28,787,886.

    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 602,063 shares
    Change vs previous 13F +416,513 shares

    0.58% of the 13F portfolio, value $26,057,267.

    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 185,550 shares
    Change vs previous 13F +140,428 shares

    0.2% of the 13F portfolio, value $7,447,985.

    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 45,122 shares
    Change vs previous 13F -90 shares

    0.05% of the 13F portfolio, value $1,581,986.

    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 45,212 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,543,094.

    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).