Skip to content
Disclosery

Waverly Advisors, LLC: BNDX position timeline

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

Waverly Advisors, LLC held 44,029 BNDX 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 44,029 shares
    Change vs previous 13F +12,841 shares

    0.01% of the 13F portfolio, value $2,132,345.

    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 31,188 shares
    Change vs previous 13F +16,375 shares

    0.01% of the 13F portfolio, value $1,498,603.

    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 14,813 shares
    Change vs previous 13F +357 shares

    0.01% of the 13F portfolio, value $715,757.

    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 14,456 shares
    Change vs previous 13F +148 shares

    0.01% of the 13F portfolio, value $714,981.

    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 14,308 shares
    Change vs previous 13F -2,847 shares

    0.01% of the 13F portfolio, value $708,368.

    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 17,155 shares
    Change vs previous 13F +333 shares

    0.01% of the 13F portfolio, value $837,513.

    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 16,822 shares
    Change vs previous 13F -4,910 shares

    0.01% of the 13F portfolio, value $825,121.

    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 21,732 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,092,663.

    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).