Apella Capital, LLC LII — LENNOX INTL INC

Ownership history in Apella Capital, LLC  ·  5 quarters on record

AI Ownership Summary

Apella Capital, LLC reported LENNOX INTL INC (LII) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows LII at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in LENNOX INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LII was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LII stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held LII — position size vs. price
% of Fund (quarterly)    LII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 710 +183 +34.7% 0.00% $255K 2026-10-08 $361.54
2026 Q2 ADDED — — — 527 +11 +2.1% 0.00% $294K 2026-07-08 $535.73
2026 Q1 REDUCED — — — 516 -26 -4.8% 0.00% $251K 2026-04-20 $490.42
2025 Q4 ADDED — — — 542 +1 +0.2% 0.01% $263K 2026-01-21 $511.74
2025 Q3 INITIATED — — — 541 — — 0.01% $283K 2025-10-17 $516.84

🏢 Other funds also holding LII

As of 2026 Q3 — sorted by position size

Horrell Capital Management, Inc. 3Y 7Y 3.63% Factor Wealth Management LTD 0.15% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.02% STEPH & CO 3Y 0.01% BURKETT FINANCIAL SERVICES, LLC 0.01% GAMMA Investing LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% GILPIN WEALTH MANAGEMENT, LLC 0.0% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Apella Capital, LLC and LII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apella Capital, LLC reported owning LII?

Apella Capital, LLC reported LII across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported LII position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for LII was 0.01% in 2025 Q3.

What is the latest reported LII position on this page?

The most recent filing on this page is 2026 Q3, when Apella Capital, LLC reported 710 shares, equal to 0.00% of portfolio, with an estimated market value of $255K.

What does the chart on this LII ownership page compare?

The chart compares Apella Capital, LLC's quarterly LII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apella Capital, LLC time their LII position?

Based on 13F filing dates vs. subsequent LII price moves, Apella Capital, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on LII relative to SPY over the holding period was -99.3%.

← Back to Apella Capital, LLC Holdings