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Disclosery

Apella Capital, LLC: VPU position timeline

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

Apella Capital, LLC held 1,748 VPU 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 1,748 shares
    Change vs previous 13F -1,270 shares

    <0.01% of the 13F portfolio, value $311,499.

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

  2. period ended2026-06-30
    13F 3,018 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $595,364.

    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 3,175 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $634,111.

    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 3,615 shares
    Change vs previous 13F +343 shares

    0.01% of the 13F portfolio, value $668,978.

    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 3,272 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $652,259.

    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 3,271 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $579,501.

    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).