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Disclosery

Apella Capital, LLC: SUSB position timeline

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

Apella Capital, LLC held 300,372 SUSB 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 300,372 shares
    Change vs previous 13F +13,335 shares

    0.09% of the 13F portfolio, value $7,338,077.

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

  2. period ended2026-06-30
    13F 287,037 shares
    Change vs previous 13F +5,649 shares

    0.1% of the 13F portfolio, value $7,144,346.

    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 281,388 shares
    Change vs previous 13F +21,294 shares

    0.11% of the 13F portfolio, value $7,076,917.

    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 260,094 shares
    Change vs previous 13F +25,390 shares

    0.13% of the 13F portfolio, value $6,564,778.

    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 234,704 shares
    Change vs previous 13F +8,057 shares

    0.13% of the 13F portfolio, value $5,952,098.

    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 226,647 shares
    Change vs previous 13F +6,854 shares

    0.15% of the 13F portfolio, value $5,670,702.

    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 219,793 shares
    Change vs previous 13F -248 shares

    0.19% of the 13F portfolio, value $5,453,070.

    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 220,041 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,435,015.

    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).