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Apella Capital, LLC: VCSH position timeline

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

Apella Capital, LLC held 509,079 VCSH 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 509,079 shares
    Change vs previous 13F +154,645 shares

    0.5% of the 13F portfolio, value $39,336,525.

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

  2. period ended2026-06-30
    13F 354,434 shares
    Change vs previous 13F -21,061 shares

    0.39% of the 13F portfolio, value $27,883,321.

    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 375,495 shares
    Change vs previous 13F -18,928 shares

    0.44% of the 13F portfolio, value $29,859,372.

    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 394,423 shares
    Change vs previous 13F +27,253 shares

    0.62% of the 13F portfolio, value $31,447,368.

    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 367,170 shares
    Change vs previous 13F +245,423 shares

    0.65% of the 13F portfolio, value $29,399,338.

    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 121,747 shares
    Change vs previous 13F -10,036 shares

    0.26% of the 13F portfolio, value $9,620,443.

    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 131,783 shares
    Change vs previous 13F -4,315 shares

    0.36% of the 13F portfolio, value $10,350,227.

    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 136,098 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,617,006.

    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).