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Waverly Advisors, LLC: AVUV position timeline

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

Waverly Advisors, LLC held 1,801,650 AVUV 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 1,801,650 shares
    Change vs previous 13F +391,319 shares

    1.3% of the 13F portfolio, value $224,773,803.

    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 1,410,331 shares
    Change vs previous 13F +97,783 shares

    1.17% of the 13F portfolio, value $155,799,226.

    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 1,312,548 shares
    Change vs previous 13F +68,644 shares

    1.08% of the 13F portfolio, value $133,853,617.

    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 1,243,904 shares
    Change vs previous 13F +60,550 shares

    1.24% of the 13F portfolio, value $123,805,780.

    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 1,183,354 shares
    Change vs previous 13F +73,796 shares

    1.18% of the 13F portfolio, value $107,803,543.

    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 1,109,558 shares
    Change vs previous 13F +136,035 shares

    1.18% of the 13F portfolio, value $96,720,160.

    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 973,523 shares
    Change vs previous 13F +94,426 shares

    1.45% of the 13F portfolio, value $93,974,192.

    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 879,097 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $84,349,313.

    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).