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Waverly Advisors, LLC: AVDE position timeline

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

Waverly Advisors, LLC held 1,222,477 AVDE 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 1,222,477 shares
    Change vs previous 13F +357,998 shares

    0.63% of the 13F portfolio, value $109,044,965.

    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 864,479 shares
    Change vs previous 13F +219,039 shares

    0.55% of the 13F portfolio, value $73,342,406.

    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 645,440 shares
    Change vs previous 13F +272,932 shares

    0.43% of the 13F portfolio, value $53,132,628.

    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 372,508 shares
    Change vs previous 13F +142,674 shares

    0.29% of the 13F portfolio, value $29,390,855.

    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 229,834 shares
    Change vs previous 13F +131,139 shares

    0.19% of the 13F portfolio, value $17,009,990.

    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 98,695 shares
    Change vs previous 13F +70,789 shares

    0.08% of the 13F portfolio, value $6,540,522.

    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 27,906 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $1,712,595.

    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 28,046 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,879,939.

    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).