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Disclosery

Waverly Advisors, LLC: BP position timeline

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

Waverly Advisors, LLC held 227,828 BP 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 227,828 shares
    Change vs previous 13F -105,960 shares

    0.05% of the 13F portfolio, value $8,418,248.

    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 333,788 shares
    Change vs previous 13F +33,171 shares

    0.12% of the 13F portfolio, value $15,688,038.

    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 300,617 shares
    Change vs previous 13F +190,460 shares

    0.08% of the 13F portfolio, value $10,440,404.

    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 110,157 shares
    Change vs previous 13F +86,208 shares

    0.04% of the 13F portfolio, value $3,795,998.

    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 23,949 shares
    Change vs previous 13F +160 shares

    0.01% of the 13F portfolio, value $716,787.

    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 23,789 shares
    Change vs previous 13F +4,293 shares

    0.01% of the 13F portfolio, value $803,832.

    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 19,496 shares
    Change vs previous 13F +6,872 shares

    0.01% of the 13F portfolio, value $576,315.

    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 12,624 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,262.

    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).