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Waverly Advisors, LLC: AVDV position timeline

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

Waverly Advisors, LLC held 162,299 AVDV 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 162,299 shares
    Change vs previous 13F -1,809 shares

    0.1% of the 13F portfolio, value $16,724,906.

    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 164,108 shares
    Change vs previous 13F +5,269 shares

    0.12% of the 13F portfolio, value $16,387,871.

    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 158,839 shares
    Change vs previous 13F -5,369 shares

    0.12% of the 13F portfolio, value $14,926,048.

    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 164,208 shares
    Change vs previous 13F +319 shares

    0.15% of the 13F portfolio, value $14,619,444.

    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 163,889 shares
    Change vs previous 13F -911 shares

    0.14% of the 13F portfolio, value $12,993,125.

    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 164,800 shares
    Change vs previous 13F -263 shares

    0.14% of the 13F portfolio, value $11,493,176.

    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 165,063 shares
    Change vs previous 13F -2,862 shares

    0.17% of the 13F portfolio, value $10,742,283.

    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 167,925 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,867,282.

    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).