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Disclosery

Apella Capital, LLC: TIP position timeline

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

Apella Capital, LLC held 9,132 TIP 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 9,132 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $951,938.

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

  2. period ended2026-06-30
    13F 9,200 shares
    Change vs previous 13F -295 shares

    0.01% of the 13F portfolio, value $995,125.

    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 9,495 shares
    Change vs previous 13F +722 shares

    0.02% of the 13F portfolio, value $1,058,478.

    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 8,773 shares
    Change vs previous 13F +292 shares

    0.02% of the 13F portfolio, value $964,197.

    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 8,481 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $949,075.

    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 8,649 shares
    Change vs previous 13F -503 shares

    0.03% of the 13F portfolio, value $944,665.

    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 9,152 shares
    Change vs previous 13F +3,265 shares

    0.03% of the 13F portfolio, value $999,643.

    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 5,887 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $627,307.

    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).