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Waverly Advisors, LLC: AME position timeline

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

Waverly Advisors, LLC held 21,098 AME 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 21,098 shares
    Change vs previous 13F -1,094 shares

    0.03% of the 13F portfolio, value $5,104,336.

    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 22,192 shares
    Change vs previous 13F +487 shares

    0.04% of the 13F portfolio, value $4,757,167.

    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 21,705 shares
    Change vs previous 13F +19,652 shares

    0.04% of the 13F portfolio, value $4,456,227.

    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 2,053 shares
    Change vs previous 13F +705 shares

    <0.01% of the 13F portfolio, value $385,964.

    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 1,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,934.

    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).