Waverly Advisors, LLC: ATI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on ATI, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 44,418 ATI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 44,418 sharesChange vs previous 13F -1,664 shares
0.05% of the 13F portfolio, value $8,754,768.
13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,082 sharesChange vs previous 13F -13,761 shares
0.05% of the 13F portfolio, value $6,703,088.
13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,843 sharesChange vs previous 13F +709 shares
0.06% of the 13F portfolio, value $6,867,583.
13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,134 sharesChange vs previous 13F -14,776 shares
0.05% of the 13F portfolio, value $4,809,960.
13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 73,910 sharesChange vs previous 13F -473 shares
0.07% of the 13F portfolio, value $6,381,389.
13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 74,383 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $3,870,147.
13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).