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Apella Capital, LLC: VONE position timeline

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

Apella Capital, LLC held 473,977 VONE 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 473,977 shares
    Change vs previous 13F +114,462 shares

    2.11% of the 13F portfolio, value $166,309,170.

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

  2. period ended2026-06-30
    13F 359,515 shares
    Change vs previous 13F +28,912 shares

    1.72% of the 13F portfolio, value $121,774,758.

    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 330,603 shares
    Change vs previous 13F +45,375 shares

    1.58% of the 13F portfolio, value $106,379,992.

    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 285,228 shares
    Change vs previous 13F +30,645 shares

    1.74% of the 13F portfolio, value $88,146,883.

    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 254,583 shares
    Change vs previous 13F +45,223 shares

    1.7% of the 13F portfolio, value $76,334,228.

    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 209,360 shares
    Change vs previous 13F +83,361 shares

    1.6% of the 13F portfolio, value $59,112,682.

    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 125,999 shares
    Change vs previous 13F +91,245 shares

    1.06% of the 13F portfolio, value $31,014,694.

    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 34,754 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,269,646.

    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).