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Waverly Advisors, LLC: ACWV position timeline

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

Waverly Advisors, LLC held 9,499 ACWV 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 9,499 shares
    Change vs previous 13F -434 shares

    0.01% of the 13F portfolio, value $1,142,074.

    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 9,933 shares
    Change vs previous 13F -623 shares

    0.01% of the 13F portfolio, value $1,187,054.

    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 10,556 shares
    Change vs previous 13F +180 shares

    0.01% of the 13F portfolio, value $1,253,486.

    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 10,376 shares
    Change vs previous 13F -294 shares

    0.01% of the 13F portfolio, value $1,244,350.

    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 10,670 shares
    Change vs previous 13F +2,095 shares

    0.01% of the 13F portfolio, value $1,265,201.

    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 8,575 shares
    Change vs previous 13F -522 shares

    0.01% of the 13F portfolio, value $997,904.

    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 9,097 shares
    Change vs previous 13F -2,505 shares

    0.02% of the 13F portfolio, value $993,346.

    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 11,602 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,328,810.

    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).