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Disclosery

Apella Capital, LLC: SPIB position timeline

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

Apella Capital, LLC held 1,040,999 SPIB 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 1,040,999 shares
    Change vs previous 13F +157,069 shares

    0.43% of the 13F portfolio, value $33,613,870.

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

  2. period ended2026-06-30
    13F 883,930 shares
    Change vs previous 13F +141,854 shares

    0.42% of the 13F portfolio, value $29,408,338.

    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 742,076 shares
    Change vs previous 13F +180,983 shares

    0.37% of the 13F portfolio, value $25,030,227.

    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 561,093 shares
    Change vs previous 13F +111,261 shares

    0.37% of the 13F portfolio, value $18,970,549.

    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 449,832 shares
    Change vs previous 13F +93,619 shares

    0.34% of the 13F portfolio, value $15,303,290.

    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 356,213 shares
    Change vs previous 13F +141,827 shares

    0.32% of the 13F portfolio, value $11,876,134.

    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 214,386 shares
    Change vs previous 13F +177,013 shares

    0.24% of the 13F portfolio, value $7,064,005.

    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 37,373 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,224,326.

    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).