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Disclosery

PYA Waltman Capital, LLC: ALL position timeline

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

PYA Waltman Capital, LLC held 19,318 ALL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,318 shares
    Change vs previous 13F +5,012 shares

    1.09% of the 13F portfolio, value $4,596,413.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 14,306 shares
    Change vs previous 13F -2,406 shares

    0.82% of the 13F portfolio, value $2,966,205.

    13F-HR 0001800135-26-000002 filed by PYA Waltman 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 ended2025-12-31
    13F 16,712 shares
    Change vs previous 13F +492 shares

    0.93% of the 13F portfolio, value $3,478,539.

    13F-HR 0001800135-26-000001 filed by PYA Waltman 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 ended2025-09-30
    13F 16,220 shares
    Change vs previous 13F +155 shares

    0.93% of the 13F portfolio, value $3,481,566.

    13F-HR 0001800135-25-000011 filed by PYA Waltman 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 ended2025-06-30
    13F 16,065 shares
    Change vs previous 13F +888 shares

    0.93% of the 13F portfolio, value $3,233,953.

    13F-HR 0001800135-25-000008 filed by PYA Waltman 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 ended2025-03-31
    13F 15,177 shares
    Change vs previous 13F -19 shares

    0.99% of the 13F portfolio, value $3,150,251.

    13F-HR 0001800135-25-000007 filed by PYA Waltman 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 ended2024-12-31
    13F 15,196 shares
    Change vs previous 13F -42 shares

    0.94% of the 13F portfolio, value $2,929,666.

    13F-HR 0001800135-25-000001 filed by PYA Waltman 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 ended2024-09-30
    13F 15,238 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,889,947.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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