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Waverly Advisors, LLC: AMJB position timeline

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

Waverly Advisors, LLC held 319,590 AMJB 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 319,590 shares
    Change vs previous 13F -34,153 shares

    0.06% of the 13F portfolio, value $11,022,659.

    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 353,743 shares
    Change vs previous 13F -77,800 shares

    0.09% of the 13F portfolio, value $12,228,896.

    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 431,543 shares
    Change vs previous 13F -76,897 shares

    0.1% of the 13F portfolio, value $12,907,451.

    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 508,440 shares
    Change vs previous 13F -17,992 shares

    0.15% of the 13F portfolio, value $15,009,149.

    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 526,432 shares
    Change vs previous 13F -8,888 shares

    0.17% of the 13F portfolio, value $15,929,832.

    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 535,320 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $17,387,194.

    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).