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Waverly Advisors, LLC: BND position timeline

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

Waverly Advisors, LLC held 380,234 BND 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 380,234 shares
    Change vs previous 13F +37,835 shares

    0.16% of the 13F portfolio, value $27,912,984.

    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 342,399 shares
    Change vs previous 13F +1,969 shares

    0.19% of the 13F portfolio, value $25,214,290.

    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 340,430 shares
    Change vs previous 13F +30,049 shares

    0.2% of the 13F portfolio, value $25,215,632.

    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 310,381 shares
    Change vs previous 13F +9,745 shares

    0.23% of the 13F portfolio, value $23,083,003.

    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 300,636 shares
    Change vs previous 13F +7,793 shares

    0.24% of the 13F portfolio, value $22,135,807.

    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 292,843 shares
    Change vs previous 13F +99,688 shares

    0.26% of the 13F portfolio, value $21,509,290.

    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 193,155 shares
    Change vs previous 13F +125,500 shares

    0.21% of the 13F portfolio, value $13,889,797.

    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 67,655 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,081,540.

    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).