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Waverly Advisors, LLC: ACM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on ACM, newest first. How the timeline and the estimate are built.

Waverly Advisors, LLC held 95,345 ACM 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 95,345 shares
    Change vs previous 13F -3,799 shares

    0.04% of the 13F portfolio, value $6,655,046.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 99,144 shares
    Change vs previous 13F -1,440 shares

    0.06% of the 13F portfolio, value $8,409,361.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 100,584 shares
    Change vs previous 13F +1,273 shares

    0.08% of the 13F portfolio, value $9,588,673.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 99,311 shares
    Change vs previous 13F -8,806 shares

    0.13% of the 13F portfolio, value $12,957,106.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 108,117 shares
    Change vs previous 13F +2,255 shares

    0.13% of the 13F portfolio, value $12,202,085.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 105,862 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,816,583.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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