Skip to content
Disclosery

Waverly Advisors, LLC: BSCW position timeline

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

Waverly Advisors, LLC held 17,715 BSCW 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 17,715 shares
    Change vs previous 13F -198 shares

    <0.01% of the 13F portfolio, value $363,329.

    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 17,913 shares
    Change vs previous 13F +1,495 shares

    <0.01% of the 13F portfolio, value $368,793.

    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 16,418 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $342,734.

    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 16,384 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $342,096.

    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 16,349 shares
    Change vs previous 13F +601 shares

    <0.01% of the 13F portfolio, value $336,789.

    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 15,748 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $320,786.

    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 14,874 shares
    Change vs previous 13F +2,200 shares

    <0.01% of the 13F portfolio, value $299,116.

    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 12,674 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $265,774.

    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).