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Waverly Advisors, LLC: BIPC position timeline

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

Waverly Advisors, LLC held 13,309 BIPC 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 13,309 shares
    Change vs previous 13F -2,844 shares

    <0.01% of the 13F portfolio, value $512,410.

    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 16,153 shares
    Change vs previous 13F -835 shares

    <0.01% of the 13F portfolio, value $638,374.

    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 16,988 shares
    Change vs previous 13F +55 shares

    0.01% of the 13F portfolio, value $771,249.

    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 16,933 shares
    Change vs previous 13F -1,829 shares

    0.01% of the 13F portfolio, value $696,305.

    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 18,762 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $780,488.

    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 19,026 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $688,539.

    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).