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Waverly Advisors, LLC: BMI position timeline

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

Waverly Advisors, LLC held 53,675 BMI 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 53,675 shares
    Change vs previous 13F -400 shares

    0.05% of the 13F portfolio, value $7,964,234.

    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 54,075 shares
    Change vs previous 13F -426 shares

    0.06% of the 13F portfolio, value $8,238,325.

    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 54,501 shares
    Change vs previous 13F +477 shares

    0.08% of the 13F portfolio, value $9,505,491.

    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 54,024 shares
    Change vs previous 13F +4,138 shares

    0.1% of the 13F portfolio, value $9,647,622.

    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 49,886 shares
    Change vs previous 13F -2,152 shares

    0.13% of the 13F portfolio, value $12,219,631.

    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 52,038 shares
    Change vs previous 13F +330 shares

    0.12% of the 13F portfolio, value $9,900,188.

    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 51,708 shares
    Change vs previous 13F -325 shares

    0.17% of the 13F portfolio, value $10,968,360.

    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 52,033 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,364,435.

    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).