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Waverly Advisors, LLC: ACN position timeline

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

Waverly Advisors, LLC held 117,866 ACN 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 117,866 shares
    Change vs previous 13F +7,025 shares

    0.09% of the 13F portfolio, value $14,667,217.

    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 110,841 shares
    Change vs previous 13F +3,584 shares

    0.16% of the 13F portfolio, value $21,978,682.

    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 107,257 shares
    Change vs previous 13F +7,735 shares

    0.23% of the 13F portfolio, value $28,777,080.

    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 99,522 shares
    Change vs previous 13F +2,106 shares

    0.24% of the 13F portfolio, value $24,542,045.

    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 97,416 shares
    Change vs previous 13F +2,747 shares

    0.32% of the 13F portfolio, value $29,116,761.

    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 94,669 shares
    Change vs previous 13F +25,472 shares

    0.36% of the 13F portfolio, value $29,540,371.

    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 69,197 shares
    Change vs previous 13F +1,518 shares

    0.38% of the 13F portfolio, value $24,342,643.

    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 67,679 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $23,923,083.

    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).