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Disclosery

Waverly Advisors, LLC: AFL position timeline

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

Waverly Advisors, LLC held 19,213 AFL 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 19,213 shares
    Change vs previous 13F -2,401 shares

    0.01% of the 13F portfolio, value $2,252,757.

    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 21,614 shares
    Change vs previous 13F +2,206 shares

    0.02% of the 13F portfolio, value $2,371,298.

    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 19,408 shares
    Change vs previous 13F +3,635 shares

    0.02% of the 13F portfolio, value $2,140,145.

    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 15,773 shares
    Change vs previous 13F +4,618 shares

    0.02% of the 13F portfolio, value $1,761,879.

    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 11,155 shares
    Change vs previous 13F +984 shares

    0.01% of the 13F portfolio, value $1,176,437.

    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 10,171 shares
    Change vs previous 13F +1,661 shares

    0.01% of the 13F portfolio, value $1,130,935.

    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).

  7. period ended2024-12-31
    13F 8,510 shares
    Change vs previous 13F +513 shares

    0.01% of the 13F portfolio, value $880,261.

    13F-HR 0001398344-25-002762 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).

  8. period ended2024-09-30
    13F 7,997 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $894,072.

    13F-HR 0001398344-24-020725 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).