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Disclosery

Apella Capital, LLC: VTEC position timeline

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

Apella Capital, LLC held 65,501 VTEC 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 65,501 shares
    Change vs previous 13F +41,234 shares

    0.08% of the 13F portfolio, value $6,136,786.

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

  2. period ended2026-06-30
    13F 24,267 shares
    Change vs previous 13F +7,262 shares

    0.03% of the 13F portfolio, value $2,432,235.

    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 17,005 shares
    Change vs previous 13F +8,008 shares

    0.03% of the 13F portfolio, value $1,703,862.

    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 8,997 shares
    Change vs previous 13F +4,623 shares

    0.02% of the 13F portfolio, value $902,002.

    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 4,374 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $438,435.

    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).