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Waverly Advisors, LLC: BNY position timeline

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

Waverly Advisors, LLC held 26,696 BNY 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 26,696 shares
    Change vs previous 13F +1,367 shares

    0.02% of the 13F portfolio, value $3,860,469.

    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 25,329 shares
    Change vs previous 13F +3,552 shares

    0.02% of the 13F portfolio, value $3,004,829.

    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 21,777 shares
    Change vs previous 13F +954 shares

    0.02% of the 13F portfolio, value $2,528,141.

    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 20,823 shares
    Change vs previous 13F +692 shares

    0.02% of the 13F portfolio, value $2,268,920.

    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 20,131 shares
    Change vs previous 13F -2,064 shares

    0.02% of the 13F portfolio, value $1,834,174.

    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 22,195 shares
    Change vs previous 13F +2,661 shares

    0.02% of the 13F portfolio, value $1,861,530.

    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 19,534 shares
    Change vs previous 13F +2,746 shares

    0.02% of the 13F portfolio, value $1,500,830.

    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 16,788 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,206,386.

    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).