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Disclosery

Apella Capital, LLC: HSCZ position timeline

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

Apella Capital, LLC held 35,364 HSCZ 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 35,364 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $1,532,322.

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

  2. period ended2026-06-30
    13F 35,555 shares
    Change vs previous 13F -2,037 shares

    0.02% of the 13F portfolio, value $1,529,932.

    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 37,592 shares
    Change vs previous 13F -3,404 shares

    0.02% of the 13F portfolio, value $1,603,502.

    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 40,996 shares
    Change vs previous 13F +170 shares

    0.03% of the 13F portfolio, value $1,595,234.

    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 40,826 shares
    Change vs previous 13F -1,623 shares

    0.03% of the 13F portfolio, value $1,546,525.

    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 42,449 shares
    Change vs previous 13F -6,020 shares

    0.04% of the 13F portfolio, value $1,489,111.

    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 48,469 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,496,238.

    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).