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Disclosery

Apella Capital, LLC: VIG position timeline

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

Apella Capital, LLC held 57,469 VIG 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 57,469 shares
    Change vs previous 13F +158 shares

    0.17% of the 13F portfolio, value $13,619,511.

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

  2. period ended2026-06-30
    13F 57,311 shares
    Change vs previous 13F -969 shares

    0.19% of the 13F portfolio, value $13,690,446.

    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 58,280 shares
    Change vs previous 13F -3,529 shares

    0.2% of the 13F portfolio, value $13,256,345.

    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 61,809 shares
    Change vs previous 13F -452 shares

    0.27% of the 13F portfolio, value $13,584,435.

    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 62,261 shares
    Change vs previous 13F +1,571 shares

    0.3% of the 13F portfolio, value $13,395,995.

    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 60,690 shares
    Change vs previous 13F -1,501 shares

    0.34% of the 13F portfolio, value $12,531,837.

    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 62,191 shares
    Change vs previous 13F +506 shares

    0.4% of the 13F portfolio, value $11,601,192.

    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 61,685 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $12,079,703.

    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).