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Waverly Advisors, LLC: BINC position timeline

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

Waverly Advisors, LLC held 419,563 BINC 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 419,563 shares
    Change vs previous 13F +31,164 shares

    0.13% of the 13F portfolio, value $21,959,910.

    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 388,399 shares
    Change vs previous 13F +67,814 shares

    0.15% of the 13F portfolio, value $20,169,562.

    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 320,585 shares
    Change vs previous 13F +166,148 shares

    0.14% of the 13F portfolio, value $16,917,244.

    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 154,437 shares
    Change vs previous 13F +26,609 shares

    0.08% of the 13F portfolio, value $8,222,244.

    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 127,828 shares
    Change vs previous 13F +6,203 shares

    0.07% of the 13F portfolio, value $6,754,442.

    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 121,625 shares
    Change vs previous 13F +14,810 shares

    0.08% of the 13F portfolio, value $6,370,720.

    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 106,815 shares
    Change vs previous 13F +33,721 shares

    0.09% of the 13F portfolio, value $5,556,513.

    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 73,094 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,912,716.

    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).