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Waverly Advisors, LLC: BSCR position timeline

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

Waverly Advisors, LLC held 183,336 BSCR 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 183,336 shares
    Change vs previous 13F +4,249 shares

    0.02% of the 13F portfolio, value $3,596,127.

    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 179,087 shares
    Change vs previous 13F +5,193 shares

    0.03% of the 13F portfolio, value $3,514,587.

    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 173,894 shares
    Change vs previous 13F +24,466 shares

    0.03% of the 13F portfolio, value $3,432,667.

    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 149,428 shares
    Change vs previous 13F +14,282 shares

    0.03% of the 13F portfolio, value $2,945,234.

    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 135,146 shares
    Change vs previous 13F +7,621 shares

    0.03% of the 13F portfolio, value $2,655,618.

    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 127,525 shares
    Change vs previous 13F +1,198 shares

    0.03% of the 13F portfolio, value $2,498,212.

    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 126,327 shares
    Change vs previous 13F +110,791 shares

    0.04% of the 13F portfolio, value $2,460,858.

    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 15,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $306,370.

    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).