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Disclosery

Apella Capital, LLC: SPSM position timeline

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

Apella Capital, LLC held 11,612 SPSM 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 11,612 shares
    Change vs previous 13F -298 shares

    0.01% of the 13F portfolio, value $618,693.

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

  2. period ended2026-06-30
    13F 11,910 shares
    Change vs previous 13F -477 shares

    0.01% of the 13F portfolio, value $673,513.

    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 12,387 shares
    Change vs previous 13F -755 shares

    0.01% of the 13F portfolio, value $652,671.

    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 13,142 shares
    Change vs previous 13F -9,266 shares

    0.01% of the 13F portfolio, value $615,819.

    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 22,408 shares
    Change vs previous 13F -294 shares

    0.02% of the 13F portfolio, value $1,029,204.

    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 22,702 shares
    Change vs previous 13F +136 shares

    0.03% of the 13F portfolio, value $983,658.

    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 22,566 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $867,202.

    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 22,558 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,013,292.

    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).