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Disclosery

Apella Capital, LLC: VNQ position timeline

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

Apella Capital, LLC held 42,644 VNQ 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 42,644 shares
    Change vs previous 13F +1,726 shares

    0.05% of the 13F portfolio, value $3,782,127.

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

  2. period ended2026-06-30
    13F 40,918 shares
    Change vs previous 13F +1,033 shares

    0.06% of the 13F portfolio, value $4,026,315.

    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 39,885 shares
    Change vs previous 13F +1,754 shares

    0.06% of the 13F portfolio, value $3,856,123.

    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 38,131 shares
    Change vs previous 13F +25,110 shares

    0.07% of the 13F portfolio, value $3,374,200.

    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 13,021 shares
    Change vs previous 13F +2,257 shares

    0.03% of the 13F portfolio, value $1,179,480.

    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 10,764 shares
    Change vs previous 13F +3,415 shares

    0.03% of the 13F portfolio, value $960,674.

    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 7,349 shares
    Change vs previous 13F -450 shares

    0.02% of the 13F portfolio, value $621,331.

    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 7,799 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $694,749.

    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).