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Waverly Advisors, LLC: BIV position timeline

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

Waverly Advisors, LLC held 135,573 BIV 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 135,573 shares
    Change vs previous 13F -3,112 shares

    0.06% of the 13F portfolio, value $10,398,484.

    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 138,685 shares
    Change vs previous 13F +20,714 shares

    0.08% of the 13F portfolio, value $10,703,747.

    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 117,971 shares
    Change vs previous 13F +78,614 shares

    0.07% of the 13F portfolio, value $9,187,557.

    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 39,357 shares
    Change vs previous 13F +891 shares

    0.03% of the 13F portfolio, value $3,073,384.

    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 38,466 shares
    Change vs previous 13F -905 shares

    0.03% of the 13F portfolio, value $2,974,992.

    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 39,371 shares
    Change vs previous 13F -71 shares

    0.04% of the 13F portfolio, value $3,014,608.

    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 39,442 shares
    Change vs previous 13F +2,019 shares

    0.05% of the 13F portfolio, value $2,947,472.

    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 37,423 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,932,859.

    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).