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Waverly Advisors, LLC: BIL position timeline

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

Waverly Advisors, LLC held 27,666 BIL 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 27,666 shares
    Change vs previous 13F +14,819 shares

    0.01% of the 13F portfolio, value $2,535,347.

    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 12,847 shares
    Change vs previous 13F +2,217 shares

    0.01% of the 13F portfolio, value $1,177,286.

    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 10,630 shares
    Change vs previous 13F +765 shares

    0.01% of the 13F portfolio, value $971,396.

    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 9,865 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $905,103.

    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 9,859 shares
    Change vs previous 13F +1,981 shares

    0.01% of the 13F portfolio, value $904,337.

    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 7,878 shares
    Change vs previous 13F +226 shares

    0.01% of the 13F portfolio, value $722,640.

    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 7,652 shares
    Change vs previous 13F +1,076 shares

    0.01% of the 13F portfolio, value $699,632.

    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 6,576 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $603,743.

    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).