EMERALD ADVISERS, LLC: AX position timeline

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

EMERALD ADVISERS, LLC held 902,874 AX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 902,874 shares
Change vs previous 13F +69,902 shares
1.24% of the 13F portfolio, value $87,930,899.
13F-HR 0001104659-26-090959 filed by EMERALD ADVISERS, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- EMERALD ADVISERS, LLC: 536,162 shares
- EMERALD MUTUAL FUND ADVISERS TRUST: 366,712 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 832,972 shares
Change vs previous 13F -95,032 shares
1.36% of the 13F portfolio, value $70,877,588.
13F-HR 0001104659-26-054901 filed by EMERALD ADVISERS, LLC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- EMERALD ADVISERS, LLC: 496,232 shares
- EMERALD MUTUAL FUND ADVISERS TRUST: 336,740 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 928,004 shares
Change vs previous 13F not available
1.29% of the 13F portfolio, value $58,352,892.
13F-HR 0001104659-24-112224 filed by EMERALD ADVISERS, LLC
Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- EMERALD ADVISERS, LLC: 505,544 shares
- EMERALD MUTUAL FUND ADVISERS TRUST: 422,460 shares
Acceptance time not in the bulk data set (spec §4.2).