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Disclosery

Waverly Advisors, LLC: ALL position timeline

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

Waverly Advisors, LLC held 18,443 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 18,443 shares
    Change vs previous 13F +205 shares

    0.03% of the 13F portfolio, value $4,388,393.

    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 18,238 shares
    Change vs previous 13F -8,011 shares

    0.03% of the 13F portfolio, value $3,781,497.

    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 26,249 shares
    Change vs previous 13F +11,729 shares

    0.04% of the 13F portfolio, value $5,463,840.

    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 14,520 shares
    Change vs previous 13F +369 shares

    0.03% of the 13F portfolio, value $3,116,743.

    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 14,151 shares
    Change vs previous 13F -683 shares

    0.03% of the 13F portfolio, value $2,848,812.

    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 14,834 shares
    Change vs previous 13F +820 shares

    0.04% of the 13F portfolio, value $3,071,727.

    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 14,014 shares
    Change vs previous 13F +11,194 shares

    0.04% of the 13F portfolio, value $2,701,797.

    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 2,820 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,765.

    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).