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Disclosery

Apella Capital, LLC: VUSB position timeline

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

Apella Capital, LLC held 155,785 VUSB 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 155,785 shares
    Change vs previous 13F +876 shares

    0.1% of the 13F portfolio, value $7,708,240.

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

  2. period ended2026-06-30
    13F 154,909 shares
    Change vs previous 13F -699 shares

    0.11% of the 13F portfolio, value $7,688,113.

    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 155,608 shares
    Change vs previous 13F -3,665 shares

    0.12% of the 13F portfolio, value $7,750,077.

    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 159,273 shares
    Change vs previous 13F -21,598 shares

    0.16% of the 13F portfolio, value $7,938,181.

    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 180,871 shares
    Change vs previous 13F +15,411 shares

    0.2% of the 13F portfolio, value $9,033,625.

    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 165,460 shares
    Change vs previous 13F -8,366 shares

    0.22% of the 13F portfolio, value $8,220,072.

    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 173,826 shares
    Change vs previous 13F +5,602 shares

    0.3% of the 13F portfolio, value $8,618,289.

    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 168,224 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,347,253.

    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).