WHITE PINE CAPITAL LLC ARLO — ARLO TECHNOLOGIES, INC

Ownership history in WHITE PINE CAPITAL LLC  ·  6 quarters on record

AI Ownership Summary

WHITE PINE CAPITAL LLC reported ARLO TECHNOLOGIES, INC (ARLO) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.45% in 2025 Q4. The latest visible filing shows ARLO at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WHITE PINE CAPITAL LLC's position in ARLO TECHNOLOGIES, INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ARLO was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARLO stock page WHITE PINE CAPITAL LLC fund profile WHITE PINE CAPITAL LLC full holdings
How WHITE PINE CAPITAL LLC held ARLO — position size vs. price
% of Fund (quarterly)    ARLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 116,533 +82,240 +239.8% 0.45% $1.6M 2026-02-14 (Est.) $11.42
2025 Q3 ADDED — — — 34,293 +17 +0.0% 0.17% $581K 2025-11-10 $15.77
2025 Q2 ADDED — — — 34,276 +538 +1.6% 0.18% $581K 2025-08-12 $18.14
2025 Q1 ADDED — — — 33,738 +85 +0.3% 0.12% $333K 2025-05-13 $13.72
2024 Q4 REDUCED — — — 33,653 -142 -0.4% 0.13% $377K 2025-01-30 $11.68
2024 Q3 INITIATED — — — 33,795 — — 0.14% $409K 2024-11-12 $11.72

🏢 Other funds also holding ARLO

As of 2026 Q1 — sorted by position size

1492 Capital Management LLC 3Y 7Y 0.94% EMERALD ADVISERS, LLC 3Y 7Y 0.91% EMERALD MUTUAL FUND ADVISERS TRUST 3Y 7Y 0.87% Hosking Partners LLP 3Y 7Y 0.59% Granite Investment Partners, LLC 3Y 7Y 0.57% WASATCH ADVISORS LP 3Y 7Y 0.51% HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3Y 7Y 0.41% HARBOR CAPITAL ADVISORS, INC. 3Y 0.22% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.17% Hillsdale Investment Management Inc. 3Y 7Y 0.13%

FAQ About WHITE PINE CAPITAL LLC and ARLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has WHITE PINE CAPITAL LLC reported owning ARLO?

WHITE PINE CAPITAL LLC reported ARLO across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ARLO position in WHITE PINE CAPITAL LLC's portfolio?

The largest reported portfolio weight for ARLO was 0.45% in 2025 Q4.

What is the latest reported ARLO position on this page?

The most recent filing on this page is 2025 Q4, when WHITE PINE CAPITAL LLC reported 116,533 shares, equal to 0.45% of portfolio, with an estimated market value of $1.6M.

What does the chart on this ARLO ownership page compare?

The chart compares WHITE PINE CAPITAL LLC's quarterly ARLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WHITE PINE CAPITAL LLC time their ARLO position?

Based on 13F filing dates vs. subsequent ARLO price moves, WHITE PINE CAPITAL LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on ARLO relative to SPY over the holding period was -12.9%.

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