Waverly Advisors, LLC: BN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on BN, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 36,222 BN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 36,222 sharesChange vs previous 13F -9,461 shares
0.01% of the 13F portfolio, value $1,542,695.
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 45,683 sharesChange vs previous 13F -196 shares
0.01% of the 13F portfolio, value $1,848,791.
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 45,879 sharesChange vs previous 13F +20,007 shares
0.02% of the 13F portfolio, value $2,105,387.
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 25,872 sharesChange vs previous 13F -102 shares
0.02% of the 13F portfolio, value $1,774,302.
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 25,974 sharesChange vs previous 13F +50 shares
0.02% of the 13F portfolio, value $1,606,492.
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 25,924 sharesChange vs previous 13F +8,238 shares
0.02% of the 13F portfolio, value $1,358,677.
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).
- period ended2024-12-3113F 17,686 sharesChange vs previous 13F +8,543 shares
0.02% of the 13F portfolio, value $1,016,061.
13F-HR 0001398344-25-002762 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 ended2024-09-3013F 9,143 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $485,950.
13F-HR 0001398344-24-020725 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).