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Disclosery

Apella Capital, LLC: WM position timeline

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

Apella Capital, LLC held 5,159 WM 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 5,159 shares
    Change vs previous 13F +359 shares

    0.01% of the 13F portfolio, value $1,077,872.

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

  2. period ended2026-06-30
    13F 4,800 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $1,138,551.

    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 4,786 shares
    Change vs previous 13F +1,587 shares

    0.02% of the 13F portfolio, value $1,071,723.

    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 3,199 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $702,887.

    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 3,133 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $668,286.

    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 3,007 shares
    Change vs previous 13F +126 shares

    0.02% of the 13F portfolio, value $682,387.

    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 2,881 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $646,580.

    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 2,826 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $570,259.

    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).