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Waverly Advisors, LLC: AGGY position timeline

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

Waverly Advisors, LLC held 29,466 AGGY 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 29,466 shares
    Change vs previous 13F +9,589 shares

    0.01% of the 13F portfolio, value $1,281,182.

    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 19,877 shares
    Change vs previous 13F +9,150 shares

    0.01% of the 13F portfolio, value $863,656.

    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 10,727 shares
    Change vs previous 13F -153,939 shares

    <0.01% of the 13F portfolio, value $472,523.

    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 164,666 shares
    Change vs previous 13F +20,386 shares

    0.07% of the 13F portfolio, value $7,289,769.

    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 144,280 shares
    Change vs previous 13F +4,860 shares

    0.07% of the 13F portfolio, value $6,294,958.

    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 139,420 shares
    Change vs previous 13F +12,427 shares

    0.07% of the 13F portfolio, value $6,055,007.

    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 126,993 shares
    Change vs previous 13F +13,481 shares

    0.08% of the 13F portfolio, value $5,450,523.

    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 113,512 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,075,132.

    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).