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Disclosery

Apella Capital, LLC: VT position timeline

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

Apella Capital, LLC held 49,141 VT 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 49,141 shares
    Change vs previous 13F +2,392 shares

    0.1% of the 13F portfolio, value $7,844,796.

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

  2. period ended2026-06-30
    13F 46,749 shares
    Change vs previous 13F -10,476 shares

    0.1% of the 13F portfolio, value $7,308,767.

    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 57,225 shares
    Change vs previous 13F +1,688 shares

    0.13% of the 13F portfolio, value $8,631,817.

    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 55,537 shares
    Change vs previous 13F +18,294 shares

    0.15% of the 13F portfolio, value $7,833,982.

    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 37,243 shares
    Change vs previous 13F -1,452 shares

    0.11% of the 13F portfolio, value $5,126,530.

    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 38,695 shares
    Change vs previous 13F +4,069 shares

    0.13% of the 13F portfolio, value $4,976,602.

    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 34,626 shares
    Change vs previous 13F -400 shares

    0.13% of the 13F portfolio, value $3,877,379.

    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 35,026 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,114,889.

    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).