Position in V
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,216,555
+$690,589 QoQ
Shares Held
21,034
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,431
of 4,501 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Apella Capital, LLC holds $19,267,192 across 5 Credit Services names. V ranks #2 (37.5% of the industry book) .
All Filings in V
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,216,555 | 21,034 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,525,966 | 21,592 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,027,302 | 17,186 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,515,676 | 16,157 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,549,076 | 15,629 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,047,524 | 2,989 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $563,183 | 1,782 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $491,060 | 1,786 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $398,166 | 1,517 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $417,782 | 1,497 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $399,637 | 1,535 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $379,746 | 1,651 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $384,955 | 1,621 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $295,434 | 1,422 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $207,139 | 1,166 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $221,107 | 1,123 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $229,975 | 1,037 | Shares | Sole | 2022-04-11 | |
| 2021-06-30 | $220,024 | 941 | Shares | Sole | 2021-07-02 | |
| No filing history on record for this holder in this stock. | ||||||