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Waverly Advisors, LLC: AVLV position timeline

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

Waverly Advisors, LLC held 1,754,726 AVLV 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 1,754,726 shares
    Change vs previous 13F +88,671 shares

    0.93% of the 13F portfolio, value $160,048,576.

    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 1,666,055 shares
    Change vs previous 13F +130,746 shares

    1.01% of the 13F portfolio, value $134,300,659.

    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 1,535,309 shares
    Change vs previous 13F +90,404 shares

    0.94% of the 13F portfolio, value $116,330,397.

    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 1,444,905 shares
    Change vs previous 13F +93,892 shares

    1.04% of the 13F portfolio, value $104,408,828.

    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 1,351,013 shares
    Change vs previous 13F +168,849 shares

    1.01% of the 13F portfolio, value $92,152,569.

    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 1,182,164 shares
    Change vs previous 13F +217,258 shares

    0.94% of the 13F portfolio, value $77,088,936.

    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 964,906 shares
    Change vs previous 13F +106,346 shares

    1% of the 13F portfolio, value $64,426,790.

    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 858,560 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $56,519,037.

    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).