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Disclosery

Apella Capital, LLC: SPYM position timeline

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

Apella Capital, LLC held 37,837 SPYM 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 37,837 shares
    Change vs previous 13F -5,002 shares

    0.04% of the 13F portfolio, value $3,460,559.

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

  2. period ended2026-06-30
    13F 42,839 shares
    Change vs previous 13F +65 shares

    0.05% of the 13F portfolio, value $3,769,791.

    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 42,774 shares
    Change vs previous 13F +1,775 shares

    0.05% of the 13F portfolio, value $3,575,062.

    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 40,999 shares
    Change vs previous 13F +513 shares

    0.06% of the 13F portfolio, value $3,288,904.

    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 40,486 shares
    Change vs previous 13F -881 shares

    0.07% of the 13F portfolio, value $3,146,947.

    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 41,367 shares
    Change vs previous 13F +2,466 shares

    0.08% of the 13F portfolio, value $3,021,050.

    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 38,901 shares
    Change vs previous 13F +8,130 shares

    0.09% of the 13F portfolio, value $2,486,972.

    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 30,771 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,121,324.

    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).