Skip to content
Disclosery

Apella Capital, LLC: WELL position timeline

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

Apella Capital, LLC held 6,341 WELL 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 6,341 shares
    Change vs previous 13F +308 shares

    0.02% of the 13F portfolio, value $1,402,018.

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

  2. period ended2026-06-30
    13F 6,033 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $1,433,479.

    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 6,016 shares
    Change vs previous 13F +239 shares

    0.02% of the 13F portfolio, value $1,266,561.

    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 5,777 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $1,072,333.

    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 5,758 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $990,885.

    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 6,093 shares
    Change vs previous 13F +4,077 shares

    0.03% of the 13F portfolio, value $939,756.

    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 2,016 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $285,263.

    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 1,904 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,961.

    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).