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Apella Capital, LLC: VBK position timeline

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

Apella Capital, LLC held 9,617 VBK 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 9,617 shares
    Change vs previous 13F -939 shares

    0.04% of the 13F portfolio, value $3,291,307.

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

  2. period ended2026-06-30
    13F 10,556 shares
    Change vs previous 13F -321 shares

    0.05% of the 13F portfolio, value $3,738,940.

    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 10,877 shares
    Change vs previous 13F +5,863 shares

    0.05% of the 13F portfolio, value $3,652,888.

    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 5,014 shares
    Change vs previous 13F +301 shares

    0.03% of the 13F portfolio, value $1,514,915.

    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 4,713 shares
    Change vs previous 13F +2,554 shares

    0.03% of the 13F portfolio, value $1,420,932.

    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 2,159 shares
    Change vs previous 13F +430 shares

    0.02% of the 13F portfolio, value $600,914.

    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 1,729 shares
    Change vs previous 13F -134 shares

    0.01% of the 13F portfolio, value $420,139.

    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 1,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $521,628.

    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).