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Waverly Advisors, LLC: AVUS position timeline

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

Waverly Advisors, LLC held 407,458 AVUS 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 407,458 shares
    Change vs previous 13F -5,277 shares

    0.3% of the 13F portfolio, value $52,187,202.

    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 412,735 shares
    Change vs previous 13F +12,540 shares

    0.34% of the 13F portfolio, value $45,887,931.

    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 400,195 shares
    Change vs previous 13F -4,994 shares

    0.36% of the 13F portfolio, value $44,733,779.

    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 405,189 shares
    Change vs previous 13F -1,227 shares

    0.44% of the 13F portfolio, value $44,044,089.

    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 406,416 shares
    Change vs previous 13F -7,448 shares

    0.45% of the 13F portfolio, value $40,974,862.

    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 413,864 shares
    Change vs previous 13F -5,678 shares

    0.47% of the 13F portfolio, value $38,232,729.

    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 419,542 shares
    Change vs previous 13F -11,900 shares

    0.63% of the 13F portfolio, value $40,666,216.

    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 431,442 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $41,051,690.

    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).