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Disclosery

Apella Capital, LLC: XLSR position timeline

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

Apella Capital, LLC held 24,565 XLSR 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 24,565 shares
    Change vs previous 13F -1,475 shares

    0.02% of the 13F portfolio, value $1,663,754.

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

  2. period ended2026-06-30
    13F 26,040 shares
    Change vs previous 13F -994 shares

    0.02% of the 13F portfolio, value $1,682,422.

    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 27,034 shares
    Change vs previous 13F -1,064 shares

    0.02% of the 13F portfolio, value $1,683,108.

    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 28,098 shares
    Change vs previous 13F +318 shares

    0.03% of the 13F portfolio, value $1,750,773.

    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 27,780 shares
    Change vs previous 13F -488 shares

    0.04% of the 13F portfolio, value $1,655,230.

    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 28,268 shares
    Change vs previous 13F +24 shares

    0.04% of the 13F portfolio, value $1,555,323.

    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 28,244 shares
    Change vs previous 13F +23 shares

    0.05% of the 13F portfolio, value $1,388,767.

    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 28,221 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,508,143.

    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).