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Waverly Advisors, LLC: BSCU position timeline

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

Waverly Advisors, LLC held 5,572,712 BSCU 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 5,572,712 shares
    Change vs previous 13F +5,547,397 shares

    0.54% of the 13F portfolio, value $92,757,796.

    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 25,315 shares
    Change vs previous 13F +345 shares

    <0.01% of the 13F portfolio, value $423,242.

    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 24,970 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $422,499.

    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 24,765 shares
    Change vs previous 13F +1,537 shares

    <0.01% of the 13F portfolio, value $418,526.

    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 23,228 shares
    Change vs previous 13F +789 shares

    <0.01% of the 13F portfolio, value $389,758.

    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 22,439 shares
    Change vs previous 13F +1,079 shares

    <0.01% of the 13F portfolio, value $372,260.

    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 21,360 shares
    Change vs previous 13F +2,600 shares

    0.01% of the 13F portfolio, value $349,663.

    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 18,760 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $317,982.

    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).