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Waverly Advisors, LLC: BCX position timeline

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

Waverly Advisors, LLC held 46,809 BCX 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 46,809 shares
    Change vs previous 13F -1,645 shares

    <0.01% of the 13F portfolio, value $529,414.

    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 48,454 shares
    Change vs previous 13F +2,823 shares

    <0.01% of the 13F portfolio, value $583,872.

    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 45,631 shares
    Change vs previous 13F -422 shares

    <0.01% of the 13F portfolio, value $501,031.

    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 46,053 shares
    Change vs previous 13F -3,306 shares

    <0.01% of the 13F portfolio, value $468,362.

    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 49,359 shares
    Change vs previous 13F -937 shares

    0.01% of the 13F portfolio, value $466,446.

    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 50,296 shares
    Change vs previous 13F -441 shares

    0.01% of the 13F portfolio, value $469,265.

    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 50,737 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $433,294.

    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).