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Waverly Advisors, LLC: ADI position timeline

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

Waverly Advisors, LLC held 47,826 ADI 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 47,826 shares
    Change vs previous 13F -1,910 shares

    0.11% of the 13F portfolio, value $18,995,070.

    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 49,736 shares
    Change vs previous 13F -2,928 shares

    0.12% of the 13F portfolio, value $15,822,931.

    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 52,664 shares
    Change vs previous 13F +6,623 shares

    0.12% of the 13F portfolio, value $14,282,445.

    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 46,041 shares
    Change vs previous 13F +2,397 shares

    0.11% of the 13F portfolio, value $11,312,347.

    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 43,644 shares
    Change vs previous 13F -47 shares

    0.11% of the 13F portfolio, value $10,388,064.

    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 43,691 shares
    Change vs previous 13F +37,920 shares

    0.11% of the 13F portfolio, value $8,811,251.

    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 5,771 shares
    Change vs previous 13F +2,761 shares

    0.02% of the 13F portfolio, value $1,226,065.

    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 3,010 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $692,702.

    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).