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Waverly Advisors, LLC: AGG position timeline

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

Waverly Advisors, LLC held 321,460 AGG 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 321,460 shares
    Change vs previous 13F +129,748 shares

    0.18% of the 13F portfolio, value $31,818,157.

    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 191,712 shares
    Change vs previous 13F -9,879 shares

    0.14% of the 13F portfolio, value $19,031,294.

    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 201,591 shares
    Change vs previous 13F +822 shares

    0.16% of the 13F portfolio, value $20,135,029.

    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 200,769 shares
    Change vs previous 13F -87,310 shares

    0.2% of the 13F portfolio, value $20,127,137.

    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 288,079 shares
    Change vs previous 13F -9,040 shares

    0.31% of the 13F portfolio, value $28,577,448.

    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 297,119 shares
    Change vs previous 13F +37,733 shares

    0.36% of the 13F portfolio, value $29,391,045.

    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 259,386 shares
    Change vs previous 13F +126,007 shares

    0.39% of the 13F portfolio, value $25,134,550.

    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 133,379 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,507,294.

    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).