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Waverly Advisors, LLC: BABA position timeline

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

Waverly Advisors, LLC held 30,447 BABA 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 30,447 shares
    Change vs previous 13F +396 shares

    0.02% of the 13F portfolio, value $2,922,289.

    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 30,051 shares
    Change vs previous 13F +2,912 shares

    0.03% of the 13F portfolio, value $3,770,184.

    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 27,139 shares
    Change vs previous 13F +1,016 shares

    0.03% of the 13F portfolio, value $3,978,071.

    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 26,123 shares
    Change vs previous 13F +678 shares

    0.05% of the 13F portfolio, value $4,669,008.

    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 25,445 shares
    Change vs previous 13F +2,405 shares

    0.03% of the 13F portfolio, value $2,885,709.

    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 23,040 shares
    Change vs previous 13F +741 shares

    0.04% of the 13F portfolio, value $3,046,642.

    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 22,299 shares
    Change vs previous 13F +14,464 shares

    0.03% of the 13F portfolio, value $1,890,748.

    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 7,835 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $831,420.

    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).