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Waverly Advisors, LLC: BSCQ position timeline

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

Waverly Advisors, LLC held 160,025 BSCQ 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 160,025 shares
    Change vs previous 13F -1,281 shares

    0.02% of the 13F portfolio, value $3,124,491.

    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 161,306 shares
    Change vs previous 13F -616 shares

    0.02% of the 13F portfolio, value $3,150,313.

    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 161,922 shares
    Change vs previous 13F +2,615 shares

    0.03% of the 13F portfolio, value $3,169,621.

    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 159,307 shares
    Change vs previous 13F +16,471 shares

    0.03% of the 13F portfolio, value $3,116,043.

    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 142,836 shares
    Change vs previous 13F +5,158 shares

    0.03% of the 13F portfolio, value $2,788,155.

    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 137,678 shares
    Change vs previous 13F +742 shares

    0.03% of the 13F portfolio, value $2,681,958.

    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 136,936 shares
    Change vs previous 13F +116,141 shares

    0.04% of the 13F portfolio, value $2,660,666.

    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 20,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $406,750.

    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).