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Disclosery

Apella Capital, LLC: VBR position timeline

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

Apella Capital, LLC held 60,050 VBR 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 60,050 shares
    Change vs previous 13F -2,008 shares

    0.18% of the 13F portfolio, value $13,941,834.

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

  2. period ended2026-06-30
    13F 62,058 shares
    Change vs previous 13F -1,970 shares

    0.21% of the 13F portfolio, value $15,037,944.

    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 64,028 shares
    Change vs previous 13F +3,344 shares

    0.22% of the 13F portfolio, value $14,869,899.

    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 60,684 shares
    Change vs previous 13F -4,389 shares

    0.25% of the 13F portfolio, value $12,852,259.

    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 65,073 shares
    Change vs previous 13F +1,007 shares

    0.3% of the 13F portfolio, value $13,350,969.

    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 64,066 shares
    Change vs previous 13F +727 shares

    0.35% of the 13F portfolio, value $12,770,355.

    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 63,339 shares
    Change vs previous 13F -8,819 shares

    0.38% of the 13F portfolio, value $11,195,087.

    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 72,158 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,300,227.

    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).