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Waverly Advisors, LLC: BKH position timeline

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

Waverly Advisors, LLC held 58,886 BKH 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 58,886 shares
    Change vs previous 13F -447 shares

    0.03% of the 13F portfolio, value $4,381,094.

    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 59,333 shares
    Change vs previous 13F +581 shares

    0.03% of the 13F portfolio, value $4,118,319.

    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 58,752 shares
    Change vs previous 13F +1,623 shares

    0.03% of the 13F portfolio, value $4,078,553.

    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 57,129 shares
    Change vs previous 13F +3,421 shares

    0.04% of the 13F portfolio, value $3,518,566.

    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 53,708 shares
    Change vs previous 13F +6,444 shares

    0.03% of the 13F portfolio, value $3,013,040.

    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 47,264 shares
    Change vs previous 13F +3,478 shares

    0.03% of the 13F portfolio, value $2,866,551.

    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 43,786 shares
    Change vs previous 13F +2,671 shares

    0.04% of the 13F portfolio, value $2,562,342.

    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 41,115 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,512,944.

    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).