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Apella Capital, LLC: SCZ position timeline

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

Apella Capital, LLC held 31,752 SCZ 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 31,752 shares
    Change vs previous 13F +20,778 shares

    0.03% of the 13F portfolio, value $2,655,143.

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

  2. period ended2026-06-30
    13F 10,974 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $915,120.

    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 10,972 shares
    Change vs previous 13F +6,680 shares

    0.01% of the 13F portfolio, value $934,684.

    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 4,292 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $332,759.

    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 4,292 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $328,724.

    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 4,492 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $323,828.

    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 4,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $276,050.

    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).