SANDERS MORRIS HARRIS LLC SCM STELLUS CAP INVT CORP

Ownership history in SANDERS MORRIS HARRIS LLC  ·  20 quarters on record

AI Ownership Summary

SANDERS MORRIS HARRIS LLC reported STELLUS CAP INVT CORP (SCM) in 20 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows SCM at 0.07% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SANDERS MORRIS HARRIS LLC's position in STELLUS CAP INVT CORP, 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 Q2

SCM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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.

How SANDERS MORRIS HARRIS LLC held SCM — position size vs. price
% of Fund (quarterly)    SCM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 13,948 -2,517 -15.3% 0.07% $117K 2026-07-07 $8.25
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SANDERS MORRIS HARRIS LLC and SCM

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

How long has SANDERS MORRIS HARRIS LLC reported owning SCM?

SANDERS MORRIS HARRIS LLC reported SCM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SCM position in SANDERS MORRIS HARRIS LLC's portfolio?

The largest reported portfolio weight for SCM was 0.07% in 2026 Q2.

What is the latest reported SCM position on this page?

The most recent filing on this page is 2026 Q2, when SANDERS MORRIS HARRIS LLC reported 13,948 shares, equal to 0.07% of portfolio, with an estimated market value of $117K.

What does the chart on this SCM ownership page compare?

The chart compares SANDERS MORRIS HARRIS LLC's quarterly SCM 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 SANDERS MORRIS HARRIS LLC time their SCM position?

Based on 13F filing dates vs. subsequent SCM price moves, SANDERS MORRIS HARRIS LLC correctly timed 12 out of 16 reported position changes (75%). The annualised alpha on SCM relative to SPY over the holding period was -4.6%.

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