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Disclosery

Apella Capital, LLC: SPEM position timeline

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

Apella Capital, LLC held 44,305 SPEM 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 44,305 shares
    Change vs previous 13F -962 shares

    0.03% of the 13F portfolio, value $2,312,703.

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

  2. period ended2026-06-30
    13F 45,267 shares
    Change vs previous 13F -116 shares

    0.03% of the 13F portfolio, value $2,309,066.

    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 45,383 shares
    Change vs previous 13F +12,273 shares

    0.03% of the 13F portfolio, value $2,330,874.

    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 33,110 shares
    Change vs previous 13F +14,587 shares

    0.03% of the 13F portfolio, value $1,549,865.

    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 18,523 shares
    Change vs previous 13F +3,695 shares

    0.02% of the 13F portfolio, value $872,617.

    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 14,828 shares
    Change vs previous 13F +129 shares

    0.02% of the 13F portfolio, value $632,713.

    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 14,699 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $542,830.

    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 14,699 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $563,997.

    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).