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Disclosery

Waverly Advisors, LLC: BGC position timeline

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

Waverly Advisors, LLC held 17,975 BGC 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 17,975 shares
    Change vs previous 13F +4,057 shares

    <0.01% of the 13F portfolio, value $192,152.

    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 13,918 shares
    Change vs previous 13F -97 shares

    <0.01% of the 13F portfolio, value $136,118.

    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 14,015 shares
    Change vs previous 13F +1,810 shares

    <0.01% of the 13F portfolio, value $125,150.

    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 12,205 shares
    Change vs previous 13F -1,053 shares

    <0.01% of the 13F portfolio, value $115,462.

    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 13,258 shares
    Change vs previous 13F +391 shares

    <0.01% of the 13F portfolio, value $135,626.

    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 12,867 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $117,992.

    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 12,838 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,315.

    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).