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Apella Capital, LLC: V position timeline

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

Apella Capital, LLC held 21,173 V 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 21,173 shares
    Change vs previous 13F +139 shares

    0.1% of the 13F portfolio, value $7,878,592.

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

  2. period ended2026-06-30
    13F 21,034 shares
    Change vs previous 13F -558 shares

    0.1% of the 13F portfolio, value $7,408,043.

    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 21,592 shares
    Change vs previous 13F +4,406 shares

    0.1% of the 13F portfolio, value $6,845,205.

    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 17,186 shares
    Change vs previous 13F +1,029 shares

    0.12% of the 13F portfolio, value $6,027,331.

    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 16,157 shares
    Change vs previous 13F +528 shares

    0.12% of the 13F portfolio, value $5,419,221.

    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 15,629 shares
    Change vs previous 13F +12,640 shares

    0.15% of the 13F portfolio, value $5,573,973.

    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 2,989 shares
    Change vs previous 13F +1,207 shares

    0.03% of the 13F portfolio, value $993,752.

    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 1,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $563,134.

    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).