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Waverly Advisors, LLC: AMGN position timeline

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

Waverly Advisors, LLC held 41,925 AMGN 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 41,925 shares
    Change vs previous 13F +539 shares

    0.09% of the 13F portfolio, value $15,182,035.

    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 41,386 shares
    Change vs previous 13F +7,344 shares

    0.11% of the 13F portfolio, value $14,561,655.

    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 34,042 shares
    Change vs previous 13F +2,031 shares

    0.09% of the 13F portfolio, value $11,142,281.

    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 32,011 shares
    Change vs previous 13F -439 shares

    0.09% of the 13F portfolio, value $9,033,386.

    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 32,450 shares
    Change vs previous 13F +119 shares

    0.1% of the 13F portfolio, value $9,060,475.

    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 32,331 shares
    Change vs previous 13F +1,317 shares

    0.12% of the 13F portfolio, value $10,072,675.

    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 31,014 shares
    Change vs previous 13F +4,703 shares

    0.13% of the 13F portfolio, value $8,083,407.

    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 26,311 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,477,576.

    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).