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Waverly Advisors, LLC: AIVL position timeline

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

Waverly Advisors, LLC held 3,882 AIVL 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 3,882 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $509,026.

    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 3,881 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $449,107.

    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 3,937 shares
    Change vs previous 13F -238 shares

    <0.01% of the 13F portfolio, value $452,675.

    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 4,175 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $477,156.

    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 4,225 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $477,688.

    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 4,307 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $472,861.

    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 4,322 shares
    Change vs previous 13F -791 shares

    0.01% of the 13F portfolio, value $460,388.

    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 5,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $569,103.

    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).