Skip to content
Disclosery

Apella Capital, LLC: VB position timeline

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

Apella Capital, LLC held 169,474 VB 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 169,474 shares
    Change vs previous 13F +21,462 shares

    0.62% of the 13F portfolio, value $48,635,572.

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

  2. period ended2026-06-30
    13F 148,012 shares
    Change vs previous 13F +5,785 shares

    0.62% of the 13F portfolio, value $44,181,542.

    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 142,227 shares
    Change vs previous 13F +1,322 shares

    0.6% of the 13F portfolio, value $40,487,723.

    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 140,905 shares
    Change vs previous 13F +4,341 shares

    0.72% of the 13F portfolio, value $36,346,321.

    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 136,564 shares
    Change vs previous 13F +54,870 shares

    0.77% of the 13F portfolio, value $34,579,290.

    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 81,694 shares
    Change vs previous 13F +22,109 shares

    0.53% of the 13F portfolio, value $19,658,957.

    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 59,585 shares
    Change vs previous 13F +4,012 shares

    0.43% of the 13F portfolio, value $12,633,741.

    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 55,573 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $13,353,010.

    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).