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Disclosery

Apella Capital, LLC: VSGX position timeline

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

Apella Capital, LLC held 298,705 VSGX 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 298,705 shares
    Change vs previous 13F -6,549 shares

    0.31% of the 13F portfolio, value $24,207,085.

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

  2. period ended2026-06-30
    13F 305,254 shares
    Change vs previous 13F +1,140 shares

    0.35% of the 13F portfolio, value $24,725,594.

    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 304,114 shares
    Change vs previous 13F +147,373 shares

    0.36% of the 13F portfolio, value $24,009,824.

    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 156,741 shares
    Change vs previous 13F +72,219 shares

    0.22% of the 13F portfolio, value $11,225,784.

    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 84,522 shares
    Change vs previous 13F -8,411 shares

    0.13% of the 13F portfolio, value $5,946,133.

    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 92,933 shares
    Change vs previous 13F -8,531 shares

    0.16% of the 13F portfolio, value $6,036,015.

    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 101,464 shares
    Change vs previous 13F -8,605 shares

    0.2% of the 13F portfolio, value $5,697,204.

    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 110,069 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,240,889.

    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).