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Disclosery

Waterloo Capital, L.P.: AM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on AM, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 204,399 AM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,399 shares
    Change vs previous 13F +6,745 shares

    0.26% of the 13F portfolio, value $4,650,079.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 197,654 shares
    Change vs previous 13F +3,011 shares

    0.32% of the 13F portfolio, value $4,506,519.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 194,643 shares
    Change vs previous 13F -1,596 shares

    0.25% of the 13F portfolio, value $3,462,693.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 196,239 shares
    Change vs previous 13F +18,683 shares

    0.28% of the 13F portfolio, value $3,814,887.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 177,556 shares
    Change vs previous 13F +21,863 shares

    0.27% of the 13F portfolio, value $3,364,694.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 155,693 shares
    Change vs previous 13F +21,048 shares

    0.26% of the 13F portfolio, value $2,802,483.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 134,645 shares
    Change vs previous 13F +12,083 shares

    0.21% of the 13F portfolio, value $2,031,795.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 122,562 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,844,565.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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