Skip to content
Disclosery

Apella Capital, LLC: VGSR position timeline

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

Apella Capital, LLC held 55,326 VGSR 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 55,326 shares
    Change vs previous 13F +19,880 shares

    0.01% of the 13F portfolio, value $581,200.

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

  2. period ended2026-06-30
    13F 35,446 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $406,921.

    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 35,446 shares
    Change vs previous 13F +883 shares

    0.01% of the 13F portfolio, value $400,540.

    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 34,563 shares
    Change vs previous 13F +3,826 shares

    0.01% of the 13F portfolio, value $359,456.

    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 30,737 shares
    Change vs previous 13F +5,747 shares

    0.01% of the 13F portfolio, value $325,659.

    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 24,990 shares
    Change vs previous 13F +5,744 shares

    0.01% of the 13F portfolio, value $260,646.

    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 19,246 shares
    Change vs previous 13F +7,844 shares

    0.01% of the 13F portfolio, value $180,143.

    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 11,402 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $115,388.

    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).