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Disclosery

Apella Capital, LLC: VO position timeline

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

Apella Capital, LLC held 414,707 VO 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 414,707 shares
    Change vs previous 13F -111,133 shares

    0.42% of the 13F portfolio, value $33,234,649.

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

  2. period ended2026-06-30
    13F 525,840 shares
    Change vs previous 13F +388,277 shares

    0.6% of the 13F portfolio, value $42,387,961.

    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 137,563 shares
    Change vs previous 13F +2,308 shares

    0.63% of the 13F portfolio, value $42,242,929.

    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 135,255 shares
    Change vs previous 13F +5,481 shares

    0.78% of the 13F portfolio, value $39,253,671.

    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 129,774 shares
    Change vs previous 13F +52,400 shares

    0.83% of the 13F portfolio, value $37,469,603.

    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 77,374 shares
    Change vs previous 13F +20,057 shares

    0.59% of the 13F portfolio, value $21,837,226.

    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 57,317 shares
    Change vs previous 13F +6,002 shares

    0.49% of the 13F portfolio, value $14,139,410.

    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 51,315 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $13,553,735.

    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).