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Waverly Advisors, LLC: AVEM position timeline

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

Waverly Advisors, LLC held 201,204 AVEM 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 201,204 shares
    Change vs previous 13F +2,274 shares

    0.11% of the 13F portfolio, value $19,414,140.

    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 198,930 shares
    Change vs previous 13F +41,791 shares

    0.12% of the 13F portfolio, value $16,029,767.

    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 157,139 shares
    Change vs previous 13F -21,599 shares

    0.1% of the 13F portfolio, value $12,102,825.

    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 178,738 shares
    Change vs previous 13F +409 shares

    0.13% of the 13F portfolio, value $13,424,983.

    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 178,329 shares
    Change vs previous 13F -4,989 shares

    0.13% of the 13F portfolio, value $12,222,636.

    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 183,318 shares
    Change vs previous 13F -843 shares

    0.13% of the 13F portfolio, value $11,030,265.

    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 184,161 shares
    Change vs previous 13F +1,388 shares

    0.17% of the 13F portfolio, value $10,826,841.

    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 182,773 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,807,156.

    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).