Skip to content
Disclosery

Apella Capital, LLC: USMV position timeline

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

Apella Capital, LLC held 97,265 USMV 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 97,265 shares
    Change vs previous 13F -6,077 shares

    0.12% of the 13F portfolio, value $9,676,885.

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

  2. period ended2026-06-30
    13F 103,342 shares
    Change vs previous 13F -5,876 shares

    0.14% of the 13F portfolio, value $10,163,706.

    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 109,218 shares
    Change vs previous 13F -9,604 shares

    0.15% of the 13F portfolio, value $10,360,417.

    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 118,822 shares
    Change vs previous 13F -22,213 shares

    0.22% of the 13F portfolio, value $11,188,249.

    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 141,035 shares
    Change vs previous 13F -26,368 shares

    0.29% of the 13F portfolio, value $13,162,775.

    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 167,403 shares
    Change vs previous 13F -31,533 shares

    0.43% of the 13F portfolio, value $15,709,137.

    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 198,936 shares
    Change vs previous 13F -65,590 shares

    0.61% of the 13F portfolio, value $17,876,431.

    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 264,526 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $23,487,266.

    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).