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Apella Capital, LLC: VOO position timeline

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

Apella Capital, LLC held 104,803 VOO 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 104,803 shares
    Change vs previous 13F +14,054 shares

    0.95% of the 13F portfolio, value $74,865,005.

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

  2. period ended2026-06-30
    13F 90,749 shares
    Change vs previous 13F +8,961 shares

    0.88% of the 13F portfolio, value $62,351,920.

    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 81,788 shares
    Change vs previous 13F +17,738 shares

    0.79% of the 13F portfolio, value $53,389,870.

    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 64,050 shares
    Change vs previous 13F +7,060 shares

    0.79% of the 13F portfolio, value $40,167,535.

    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 56,990 shares
    Change vs previous 13F +21,611 shares

    0.77% of the 13F portfolio, value $34,614,959.

    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 35,379 shares
    Change vs previous 13F +8,888 shares

    0.55% of the 13F portfolio, value $20,187,718.

    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 26,491 shares
    Change vs previous 13F +17,301 shares

    0.45% of the 13F portfolio, value $13,221,795.

    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 9,190 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,951,846.

    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).