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Waverly Advisors, LLC: AVSD position timeline

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

Waverly Advisors, LLC held 39,615 AVSD 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 39,615 shares
    Change vs previous 13F -711 shares

    0.02% of the 13F portfolio, value $3,164,638.

    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 40,326 shares
    Change vs previous 13F -115 shares

    0.02% of the 13F portfolio, value $2,969,879.

    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 40,441 shares
    Change vs previous 13F -193 shares

    0.02% of the 13F portfolio, value $3,003,153.

    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 40,634 shares
    Change vs previous 13F -14,536 shares

    0.03% of the 13F portfolio, value $2,907,346.

    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 55,170 shares
    Change vs previous 13F -439 shares

    0.04% of the 13F portfolio, value $3,726,883.

    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 55,609 shares
    Change vs previous 13F -347 shares

    0.04% of the 13F portfolio, value $3,335,445.

    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 55,956 shares
    Change vs previous 13F -2,793 shares

    0.05% of the 13F portfolio, value $3,115,646.

    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 58,749 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,559,093.

    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).