Skip to content
Disclosery

Waverly Advisors, LLC: BUFD position timeline

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

Waverly Advisors, LLC held 499,610 BUFD 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 499,610 shares
    Change vs previous 13F +1,375 shares

    0.09% of the 13F portfolio, value $14,848,409.

    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 498,235 shares
    Change vs previous 13F +23,716 shares

    0.1% of the 13F portfolio, value $13,950,580.

    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 474,519 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $13,400,417.

    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).