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Waverly Advisors, LLC: BBDC position timeline

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

Waverly Advisors, LLC held 27,800 BBDC 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 27,800 shares
    Change vs previous 13F -4,125 shares

    <0.01% of the 13F portfolio, value $236,853.

    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 31,925 shares
    Change vs previous 13F -182 shares

    <0.01% of the 13F portfolio, value $262,739.

    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 32,107 shares
    Change vs previous 13F -10,005 shares

    <0.01% of the 13F portfolio, value $294,738.

    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 42,112 shares
    Change vs previous 13F -2,171 shares

    <0.01% of the 13F portfolio, value $368,901.

    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 44,283 shares
    Change vs previous 13F -1,864 shares

    <0.01% of the 13F portfolio, value $404,745.

    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 46,147 shares
    Change vs previous 13F -7,902 shares

    0.01% of the 13F portfolio, value $440,242.

    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 54,049 shares
    Change vs previous 13F -4,002 shares

    0.01% of the 13F portfolio, value $517,245.

    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 58,051 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $568,901.

    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).