Waverly Advisors, LLC: BJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on BJ, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 63,861 BJ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 63,861 sharesChange vs previous 13F +141 shares
0.03% of the 13F portfolio, value $5,569,957.
13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 63,720 sharesChange vs previous 13F +612 shares
0.05% of the 13F portfolio, value $6,271,322.
13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 63,108 sharesChange vs previous 13F +11,590 shares
0.05% of the 13F portfolio, value $5,681,613.
13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,518 sharesChange vs previous 13F +9,602 shares
0.05% of the 13F portfolio, value $4,804,054.
13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 41,916 sharesChange vs previous 13F -19,749 shares
0.05% of the 13F portfolio, value $4,519,802.
13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 61,665 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $7,035,977.
13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).