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Waverly Advisors, LLC: BOND position timeline

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

Waverly Advisors, LLC held 1,332,448 BOND 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 1,332,448 shares
    Change vs previous 13F +310,172 shares

    0.71% of the 13F portfolio, value $122,865,052.

    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 1,022,276 shares
    Change vs previous 13F +381,386 shares

    0.71% of the 13F portfolio, value $94,335,621.

    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 640,890 shares
    Change vs previous 13F +412,801 shares

    0.48% of the 13F portfolio, value $59,654,048.

    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 228,089 shares
    Change vs previous 13F -5,862 shares

    0.21% of the 13F portfolio, value $21,292,102.

    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 233,951 shares
    Change vs previous 13F -26,875 shares

    0.24% of the 13F portfolio, value $21,565,558.

    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 260,826 shares
    Change vs previous 13F +26,090 shares

    0.29% of the 13F portfolio, value $24,118,597.

    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 234,736 shares
    Change vs previous 13F +169,730 shares

    0.33% of the 13F portfolio, value $21,224,838.

    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 65,006 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,150,215.

    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).