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Waverly Advisors, LLC: BSMR position timeline

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

Waverly Advisors, LLC held 45,686 BSMR 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 45,686 shares
    Change vs previous 13F +3,535 shares

    0.01% of the 13F portfolio, value $1,080,017.

    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 42,151 shares
    Change vs previous 13F +3,310 shares

    0.01% of the 13F portfolio, value $997,040.

    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 38,841 shares
    Change vs previous 13F +24,257 shares

    0.01% of the 13F portfolio, value $919,180.

    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 14,584 shares
    Change vs previous 13F +3,600 shares

    <0.01% of the 13F portfolio, value $345,057.

    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 10,984 shares
    Change vs previous 13F +691 shares

    <0.01% of the 13F portfolio, value $257,794.

    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 10,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,400.

    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).