Waverly Advisors, LLC: BG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on BG, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 77,403 BG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 77,403 sharesChange vs previous 13F -2,135 shares
0.05% of the 13F portfolio, value $8,261,202.
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 79,538 sharesChange vs previous 13F -2,070 shares
0.08% of the 13F portfolio, value $10,117,242.
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 81,608 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $7,269,664.
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).