Waverly Advisors, LLC: AIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on AIG, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 6,485 AIG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,485 sharesChange vs previous 13F -846 shares
<0.01% of the 13F portfolio, value $483,304.
13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,331 sharesChange vs previous 13F +1,692 shares
<0.01% of the 13F portfolio, value $551,668.
13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,639 sharesChange vs previous 13F +2,847 shares
<0.01% of the 13F portfolio, value $482,384.
13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,792 sharesChange vs previous 13F -766 shares
<0.01% of the 13F portfolio, value $219,275.
13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,558 sharesChange vs previous 13F +390 shares
<0.01% of the 13F portfolio, value $304,531.
13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,168 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $275,429.
13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).