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Disclosery

Applied Fundamental Research, LLC: ALGN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Fundamental Research, LLC on ALGN, newest first. How the timeline and the estimate are built.

Applied Fundamental Research, LLC held 57,903 ALGN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,903 shares
    Change vs previous 13F -3,409 shares

    11.55% of the 13F portfolio, value $9,765,920.

    13F-HR 0001849776-26-000007 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,312 shares
    Change vs previous 13F +2,893 shares

    13.87% of the 13F portfolio, value $10,510,716.

    13F-HR 0001849776-26-000005 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,419 shares
    Change vs previous 13F +2,525 shares

    9.06% of the 13F portfolio, value $9,122,127.

    13F-HR 0001849776-26-000001 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,894 shares
    Change vs previous 13F +24,602 shares

    6.8% of the 13F portfolio, value $6,999,047.

    13F-HR 0001849776-25-000008 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,292 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $5,924,514.

    13F-HR 0001849776-25-000004 filed by Applied Fundamental Research, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).