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Waverly Advisors, LLC: BSCV position timeline

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

Waverly Advisors, LLC held 1,255,637 BSCV 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 1,255,637 shares
    Change vs previous 13F +1,232,281 shares

    0.12% of the 13F portfolio, value $20,573,608.

    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 23,356 shares
    Change vs previous 13F +346 shares

    <0.01% of the 13F portfolio, value $384,435.

    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 23,010 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $384,157.

    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 22,969 shares
    Change vs previous 13F +1,566 shares

    <0.01% of the 13F portfolio, value $383,119.

    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 21,403 shares
    Change vs previous 13F +797 shares

    <0.01% of the 13F portfolio, value $353,797.

    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 20,606 shares
    Change vs previous 13F +1,191 shares

    <0.01% of the 13F portfolio, value $336,077.

    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 19,415 shares
    Change vs previous 13F +1,600 shares

    <0.01% of the 13F portfolio, value $311,611.

    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 17,815 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $296,976.

    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).