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Waverly Advisors, LLC: ADX position timeline

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

Waverly Advisors, LLC held 68,187 ADX 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 68,187 shares
    Change vs previous 13F -5,012 shares

    0.01% of the 13F portfolio, value $1,742,171.

    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 73,199 shares
    Change vs previous 13F +5,839 shares

    0.01% of the 13F portfolio, value $1,602,334.

    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 67,360 shares
    Change vs previous 13F -271 shares

    0.01% of the 13F portfolio, value $1,570,829.

    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 67,631 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $1,508,166.

    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 67,600 shares
    Change vs previous 13F +399 shares

    0.02% of the 13F portfolio, value $1,467,606.

    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 67,201 shares
    Change vs previous 13F +1,410 shares

    0.02% of the 13F portfolio, value $1,276,143.

    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 65,791 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,328,971.

    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).