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Waverly Advisors, LLC: AVSU position timeline

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

Waverly Advisors, LLC held 124,225 AVSU 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 124,225 shares
    Change vs previous 13F -4,215 shares

    0.06% of the 13F portfolio, value $10,996,359.

    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 128,440 shares
    Change vs previous 13F -4,809 shares

    0.07% of the 13F portfolio, value $9,494,896.

    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 133,249 shares
    Change vs previous 13F -176 shares

    0.08% of the 13F portfolio, value $10,166,866.

    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 133,425 shares
    Change vs previous 13F -1,191 shares

    0.1% of the 13F portfolio, value $9,815,739.

    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 134,616 shares
    Change vs previous 13F -3,241 shares

    0.1% of the 13F portfolio, value $9,234,628.

    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 137,857 shares
    Change vs previous 13F -1,662 shares

    0.1% of the 13F portfolio, value $8,596,736.

    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 139,519 shares
    Change vs previous 13F -1,117 shares

    0.14% of the 13F portfolio, value $9,225,205.

    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 140,636 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,183,503.

    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).