Skip to content
Disclosery

Waverly Advisors, LLC: BTI position timeline

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

Waverly Advisors, LLC held 43,594 BTI 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 43,594 shares
    Change vs previous 13F +277 shares

    0.02% of the 13F portfolio, value $2,692,374.

    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 43,317 shares
    Change vs previous 13F +3,045 shares

    0.02% of the 13F portfolio, value $2,532,773.

    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 40,272 shares
    Change vs previous 13F +31,789 shares

    0.02% of the 13F portfolio, value $2,280,195.

    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 8,483 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $450,294.

    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 8,503 shares
    Change vs previous 13F +3,108 shares

    <0.01% of the 13F portfolio, value $402,468.

    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 5,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,194.

    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).