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Apella Capital, LLC: VSS position timeline

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

Apella Capital, LLC held 188,240 VSS 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 188,240 shares
    Change vs previous 13F +17,752 shares

    0.37% of the 13F portfolio, value $29,088,655.

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

  2. period ended2026-06-30
    13F 170,488 shares
    Change vs previous 13F +2,636 shares

    0.37% of the 13F portfolio, value $26,173,385.

    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 167,852 shares
    Change vs previous 13F -893 shares

    0.4% of the 13F portfolio, value $26,896,611.

    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 168,745 shares
    Change vs previous 13F -10,529 shares

    0.48% of the 13F portfolio, value $24,186,173.

    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 179,274 shares
    Change vs previous 13F -16,990 shares

    0.57% of the 13F portfolio, value $25,634,421.

    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 196,264 shares
    Change vs previous 13F -21,737 shares

    0.71% of the 13F portfolio, value $26,197,270.

    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 218,001 shares
    Change vs previous 13F -51,847 shares

    0.83% of the 13F portfolio, value $24,195,901.

    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 269,848 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $30,892,188.

    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).