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Waverly Advisors, LLC: BDX position timeline

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

Waverly Advisors, LLC held 7,972 BDX 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 7,972 shares
    Change vs previous 13F -9,668 shares

    0.01% of the 13F portfolio, value $1,206,407.

    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 17,640 shares
    Change vs previous 13F +9,166 shares

    0.02% of the 13F portfolio, value $2,773,529.

    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 8,474 shares
    Change vs previous 13F +1,548 shares

    0.01% of the 13F portfolio, value $1,644,464.

    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 6,926 shares
    Change vs previous 13F +608 shares

    0.01% of the 13F portfolio, value $1,296,292.

    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 6,318 shares
    Change vs previous 13F +875 shares

    0.01% of the 13F portfolio, value $1,088,322.

    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 5,443 shares
    Change vs previous 13F +1,973 shares

    0.02% of the 13F portfolio, value $1,246,840.

    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 3,470 shares
    Change vs previous 13F +1,942 shares

    0.01% of the 13F portfolio, value $787,247.

    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 1,528 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $368,311.

    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).