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Waverly Advisors, LLC: BA position timeline

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

Waverly Advisors, LLC held 53,304 BA 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 53,304 shares
    Change vs previous 13F +3,517 shares

    0.07% of the 13F portfolio, value $11,538,814.

    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 49,787 shares
    Change vs previous 13F +7,532 shares

    0.07% of the 13F portfolio, value $9,909,092.

    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 42,255 shares
    Change vs previous 13F +19,550 shares

    0.07% of the 13F portfolio, value $9,174,396.

    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 22,705 shares
    Change vs previous 13F +2,022 shares

    0.05% of the 13F portfolio, value $4,900,451.

    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 20,683 shares
    Change vs previous 13F +1,866 shares

    0.05% of the 13F portfolio, value $4,333,739.

    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 18,817 shares
    Change vs previous 13F +1,564 shares

    0.04% of the 13F portfolio, value $3,209,217.

    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 17,253 shares
    Change vs previous 13F +5,185 shares

    0.05% of the 13F portfolio, value $3,053,813.

    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 12,068 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,834,812.

    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).