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Waverly Advisors, LLC: ACWX position timeline

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

Waverly Advisors, LLC held 734,273 ACWX 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 734,273 shares
    Change vs previous 13F +3,270 shares

    0.32% of the 13F portfolio, value $55,885,498.

    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 731,003 shares
    Change vs previous 13F +8,460 shares

    0.38% of the 13F portfolio, value $50,051,779.

    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 722,543 shares
    Change vs previous 13F +708,682 shares

    0.39% of the 13F portfolio, value $48,504,315.

    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 13,861 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $901,104.

    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 13,972 shares
    Change vs previous 13F +3,100 shares

    0.01% of the 13F portfolio, value $851,442.

    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 10,872 shares
    Change vs previous 13F -6,760 shares

    0.01% of the 13F portfolio, value $602,850.

    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 17,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $919,683.

    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).