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Disclosery

Apella Capital, LLC: SPHY position timeline

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

Apella Capital, LLC held 2,138,787 SPHY 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 2,138,787 shares
    Change vs previous 13F +335,724 shares

    0.61% of the 13F portfolio, value $48,229,642.

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

  2. period ended2026-06-30
    13F 1,803,063 shares
    Change vs previous 13F +246,737 shares

    0.59% of the 13F portfolio, value $42,101,519.

    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 1,556,326 shares
    Change vs previous 13F +375,037 shares

    0.55% of the 13F portfolio, value $36,760,429.

    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 1,181,289 shares
    Change vs previous 13F +468,141 shares

    0.55% of the 13F portfolio, value $27,961,115.

    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 713,148 shares
    Change vs previous 13F +251,412 shares

    0.38% of the 13F portfolio, value $16,922,995.

    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 461,736 shares
    Change vs previous 13F +215,460 shares

    0.3% of the 13F portfolio, value $10,906,194.

    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 246,276 shares
    Change vs previous 13F +225,797 shares

    0.19% of the 13F portfolio, value $5,659,431.

    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).

  8. period ended2024-12-31
    13F 20,479 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $480,642.

    13F-HR 0001801507-25-000001 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).