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Waverly Advisors, LLC: APD position timeline

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

Waverly Advisors, LLC held 30,799 APD 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 30,799 shares
    Change vs previous 13F -1,204 shares

    0.05% of the 13F portfolio, value $9,029,787.

    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 32,003 shares
    Change vs previous 13F +977 shares

    0.07% of the 13F portfolio, value $9,296,461.

    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 31,026 shares
    Change vs previous 13F +13,190 shares

    0.06% of the 13F portfolio, value $7,663,946.

    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 17,836 shares
    Change vs previous 13F -556 shares

    0.05% of the 13F portfolio, value $4,864,308.

    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 18,392 shares
    Change vs previous 13F +1,099 shares

    0.06% of the 13F portfolio, value $5,187,571.

    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 17,293 shares
    Change vs previous 13F -800 shares

    0.06% of the 13F portfolio, value $5,100,091.

    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 18,093 shares
    Change vs previous 13F +13,620 shares

    0.08% of the 13F portfolio, value $5,247,821.

    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 4,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,331,735.

    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).