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Apella Capital, LLC: VHT position timeline

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

Apella Capital, LLC held 1,568 VHT 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 1,568 shares
    Change vs previous 13F -246 shares

    0.01% of the 13F portfolio, value $494,401.

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

  2. period ended2026-06-30
    13F 1,814 shares
    Change vs previous 13F -101 shares

    0.01% of the 13F portfolio, value $562,723.

    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 1,915 shares
    Change vs previous 13F +791 shares

    0.01% of the 13F portfolio, value $533,214.

    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 1,124 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $323,541.

    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 1,092 shares
    Change vs previous 13F +267 shares

    0.01% of the 13F portfolio, value $290,694.

    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 825 shares
    Change vs previous 13F -92 shares

    0.01% of the 13F portfolio, value $204,219.

    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 917 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $230,960.

    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).