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Waverly Advisors, LLC: ACWI position timeline

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

Waverly Advisors, LLC held 79,893 ACWI 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 79,893 shares
    Change vs previous 13F -5,113 shares

    0.07% of the 13F portfolio, value $12,540,874.

    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 85,006 shares
    Change vs previous 13F -276 shares

    0.09% of the 13F portfolio, value $11,762,289.

    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 85,282 shares
    Change vs previous 13F -6,350 shares

    0.1% of the 13F portfolio, value $12,066,565.

    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 91,632 shares
    Change vs previous 13F -11,082 shares

    0.13% of the 13F portfolio, value $12,667,228.

    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 102,714 shares
    Change vs previous 13F +225 shares

    0.14% of the 13F portfolio, value $13,208,972.

    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 102,489 shares
    Change vs previous 13F -2,211 shares

    0.15% of the 13F portfolio, value $11,928,648.

    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 104,700 shares
    Change vs previous 13F +18,037 shares

    0.19% of the 13F portfolio, value $12,302,258.

    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 86,663 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,360,607.

    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).