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Disclosery

Apella Capital, LLC: VTIP position timeline

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

Apella Capital, LLC held 343,369 VTIP 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 343,369 shares
    Change vs previous 13F -19,504 shares

    0.21% of the 13F portfolio, value $16,639,647.

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

  2. period ended2026-06-30
    13F 362,873 shares
    Change vs previous 13F -17,015 shares

    0.25% of the 13F portfolio, value $18,013,005.

    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 379,888 shares
    Change vs previous 13F -23,344 shares

    0.28% of the 13F portfolio, value $19,055,170.

    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 403,232 shares
    Change vs previous 13F +8,141 shares

    0.39% of the 13F portfolio, value $19,943,873.

    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 395,091 shares
    Change vs previous 13F -44,763 shares

    0.44% of the 13F portfolio, value $19,821,702.

    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 439,854 shares
    Change vs previous 13F -29,753 shares

    0.59% of the 13F portfolio, value $21,931,123.

    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 469,607 shares
    Change vs previous 13F -15,505 shares

    0.8% of the 13F portfolio, value $23,362,967.

    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 485,112 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $23,489,114.

    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).