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Apella Capital, LLC: JSCP position timeline

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

Apella Capital, LLC held 284,305 JSCP 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 284,305 shares
    Change vs previous 13F -130,653 shares

    0.17% of the 13F portfolio, value $13,060,982.

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

  2. period ended2026-06-30
    13F 414,958 shares
    Change vs previous 13F -15,698 shares

    0.28% of the 13F portfolio, value $19,473,973.

    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 430,656 shares
    Change vs previous 13F -32,202 shares

    0.3% of the 13F portfolio, value $20,430,310.

    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 462,858 shares
    Change vs previous 13F +13,019 shares

    0.43% of the 13F portfolio, value $22,012,137.

    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 449,839 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $21,448,343.

    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).