TOWN β€” TOWNEBANK PORTSMOUTH VA

Ownership history in Apella Capital, LLC  Β·  1 quarter on record

AI Ownership Summary

Apella Capital, LLC reported TOWNEBANK PORTSMOUTH VA (TOWN) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows TOWN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOWN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in TOWNEBANK PORTSMOUTH VA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TOWN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Apella Capital, LLC held TOWN β€” position size vs. price
% of Fund (quarterly)    TOWN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 50,068 β€” β€” 0.03% $1.8M 2026-04-20 $36.12

FAQ About Apella Capital, LLC and TOWN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apella Capital, LLC reported owning TOWN?

Apella Capital, LLC reported TOWN across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported TOWN position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for TOWN was 0.03% in 2026 Q1.

What is the latest reported TOWN position on this page?

The most recent filing on this page is 2026 Q1, when Apella Capital, LLC reported 50,068 shares, equal to 0.03% of portfolio, with an estimated market value of $1.8M.

What does the chart on this TOWN ownership page compare?

The chart compares Apella Capital, LLC's quarterly TOWN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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