Wavvest Wealth LLC’s Alico ALCO Stock Holding History

Wavvest Wealth LLC’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$545K	Buy	+14,134	New	+$563K	0.44%	55

Other funds holding ALCO

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

WDA

Wendell David Associates Portsmouth, New Hampshire $958M AUM 12.17% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wavvest Wealth LLC's ALCO Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Alico (ALCO) in Q3 2026: 14,134 shares worth $545K. The stake represents 0.44% of the portfolio and ranks #55 among its holdings.

25 funds tracked by Wall St. Rank hold ALCO as of Q3 2026.

Wavvest Wealth LLC held 14,134 shares of Alico worth $545K as of Q3 2026.
Alico was a new Wavvest Wealth LLC position in Q3 2026.
Alico made up 0.44% of Wavvest Wealth LLC's portfolio in Q3 2026, its #55 holding.
25 funds tracked by Wall St. Rank held Alico as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.