Skip to content
Disclosery

Waverly Advisors, LLC: BSCS position timeline

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

Waverly Advisors, LLC held 4,637,273 BSCS 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 4,637,273 shares
    Change vs previous 13F +4,608,994 shares

    0.55% of the 13F portfolio, value $94,438,063.

    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 28,279 shares
    Change vs previous 13F +455 shares

    <0.01% of the 13F portfolio, value $577,549.

    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 27,824 shares
    Change vs previous 13F +6,116 shares

    <0.01% of the 13F portfolio, value $573,175.

    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 21,708 shares
    Change vs previous 13F +1,473 shares

    <0.01% of the 13F portfolio, value $446,542.

    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 20,235 shares
    Change vs previous 13F +2,062 shares

    <0.01% of the 13F portfolio, value $414,616.

    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 18,173 shares
    Change vs previous 13F +1,621 shares

    <0.01% of the 13F portfolio, value $369,816.

    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 16,552 shares
    Change vs previous 13F +2,700 shares

    0.01% of the 13F portfolio, value $333,192.

    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 13,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $284,797.

    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).