Skip to content
Disclosery

Waverly Advisors, LLC: AVGO position timeline

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

Waverly Advisors, LLC held 350,604 AVGO 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 350,604 shares
    Change vs previous 13F +80,462 shares

    0.77% of the 13F portfolio, value $132,440,952.

    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 270,142 shares
    Change vs previous 13F +9,955 shares

    0.63% of the 13F portfolio, value $83,611,638.

    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 260,187 shares
    Change vs previous 13F +48,973 shares

    0.73% of the 13F portfolio, value $90,050,833.

    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 211,214 shares
    Change vs previous 13F -3,723 shares

    0.7% of the 13F portfolio, value $69,681,670.

    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 214,937 shares
    Change vs previous 13F -3,048 shares

    0.65% of the 13F portfolio, value $59,247,377.

    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 217,985 shares
    Change vs previous 13F +132,926 shares

    0.45% of the 13F portfolio, value $36,497,181.

    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 85,059 shares
    Change vs previous 13F +46,159 shares

    0.31% of the 13F portfolio, value $19,720,101.

    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 38,900 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,710,282.

    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).