Waverly Advisors, LLC: BDVL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on BDVL, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 388,782 BDVL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 388,782 sharesChange vs previous 13F +39,327 shares
0.06% of the 13F portfolio, value $10,100,553.
13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 349,455 sharesChange vs previous 13F +25,633 shares
0.06% of the 13F portfolio, value $8,614,068.
13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 323,822 sharesChange vs previous 13F +29,995 shares
0.07% of the 13F portfolio, value $8,032,472.
13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 293,827 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $7,345,675.
13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).