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Apella Capital, LLC: WPM position timeline

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

Apella Capital, LLC held 4,065 WPM 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 4,065 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $543,414.

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

  2. period ended2026-06-30
    13F 4,030 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $450,914.

    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 4,016 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $611,967.

    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 3,495 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $410,724.

    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 3,491 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $396,255.

    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 3,456 shares
    Change vs previous 13F +471 shares

    0.01% of the 13F portfolio, value $320,093.

    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 2,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $222,758.

    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).