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Apella Capital, LLC: VONG position timeline

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

Apella Capital, LLC held 440,631 VONG 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 440,631 shares
    Change vs previous 13F +37,738 shares

    0.74% of the 13F portfolio, value $58,423,324.

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

  2. period ended2026-06-30
    13F 402,893 shares
    Change vs previous 13F +47,245 shares

    0.71% of the 13F portfolio, value $50,325,344.

    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 355,648 shares
    Change vs previous 13F +81,972 shares

    0.65% of the 13F portfolio, value $43,588,240.

    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 273,676 shares
    Change vs previous 13F +43,231 shares

    0.66% of the 13F portfolio, value $33,320,100.

    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 230,445 shares
    Change vs previous 13F +44,689 shares

    0.61% of the 13F portfolio, value $27,568,098.

    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 185,756 shares
    Change vs previous 13F +40,363 shares

    0.55% of the 13F portfolio, value $20,329,140.

    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 145,393 shares
    Change vs previous 13F +139,847 shares

    0.46% of the 13F portfolio, value $13,393,631.

    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 5,546 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $572,859.

    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).