Skip to content
Disclosery

Waverly Advisors, LLC: AMT position timeline

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

Waverly Advisors, LLC held 53,328 AMT 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 53,328 shares
    Change vs previous 13F +7,649 shares

    0.05% of the 13F portfolio, value $8,722,891.

    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 45,679 shares
    Change vs previous 13F +4,775 shares

    0.06% of the 13F portfolio, value $7,883,363.

    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 40,904 shares
    Change vs previous 13F +3,367 shares

    0.06% of the 13F portfolio, value $7,181,600.

    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 37,537 shares
    Change vs previous 13F +4,259 shares

    0.07% of the 13F portfolio, value $7,219,063.

    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 33,278 shares
    Change vs previous 13F +6,982 shares

    0.08% of the 13F portfolio, value $7,355,153.

    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 26,296 shares
    Change vs previous 13F +20,228 shares

    0.07% of the 13F portfolio, value $5,722,091.

    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 6,068 shares
    Change vs previous 13F +604 shares

    0.02% of the 13F portfolio, value $1,112,866.

    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 5,464 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,270,659.

    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).