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Waverly Advisors, LLC: BLKB position timeline

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

Waverly Advisors, LLC held 22,206 BLKB 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 22,206 shares
    Change vs previous 13F +301 shares

    <0.01% of the 13F portfolio, value $657,741.

    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 21,905 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $845,752.

    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 21,873 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $1,384,998.

    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 21,447 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $1,379,257.

    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 21,228 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $1,363,050.

    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 21,525 shares
    Change vs previous 13F +1,022 shares

    0.02% of the 13F portfolio, value $1,335,626.

    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 20,503 shares
    Change vs previous 13F +3,790 shares

    0.02% of the 13F portfolio, value $1,515,582.

    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 16,713 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,415,257.

    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).