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Disclosery

Apella Capital, LLC: USTB position timeline

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

Apella Capital, LLC held 315,669 USTB 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 315,669 shares
    Change vs previous 13F +73,584 shares

    0.2% of the 13F portfolio, value $15,800,812.

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

  2. period ended2026-06-30
    13F 242,085 shares
    Change vs previous 13F +22,075 shares

    0.17% of the 13F portfolio, value $12,254,331.

    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 220,010 shares
    Change vs previous 13F +24,843 shares

    0.17% of the 13F portfolio, value $11,143,484.

    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 195,167 shares
    Change vs previous 13F +23,556 shares

    0.2% of the 13F portfolio, value $9,922,307.

    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 171,611 shares
    Change vs previous 13F +155,973 shares

    0.19% of the 13F portfolio, value $8,753,893.

    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 15,638 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $793,472.

    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).