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Waverly Advisors, LLC: BSMQ position timeline

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

Waverly Advisors, LLC held 47,011 BSMQ 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 47,011 shares
    Change vs previous 13F -5,520 shares

    0.01% of the 13F portfolio, value $1,106,875.

    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 52,531 shares
    Change vs previous 13F +7,743 shares

    0.01% of the 13F portfolio, value $1,241,055.

    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 44,788 shares
    Change vs previous 13F +13,612 shares

    0.01% of the 13F portfolio, value $1,059,008.

    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 31,176 shares
    Change vs previous 13F +7,764 shares

    0.01% of the 13F portfolio, value $736,526.

    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 23,412 shares
    Change vs previous 13F +2,752 shares

    0.01% of the 13F portfolio, value $551,578.

    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 20,660 shares
    Change vs previous 13F +5,898 shares

    0.01% of the 13F portfolio, value $487,789.

    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 14,762 shares
    Change vs previous 13F +3,860 shares

    0.01% of the 13F portfolio, value $347,940.

    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 10,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,813.

    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).