Skip to content
Disclosery

Waverly Advisors, LLC: BURL position timeline

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

Waverly Advisors, LLC held 29,337 BURL 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 29,337 shares
    Change vs previous 13F -1,772 shares

    0.05% of the 13F portfolio, value $9,293,962.

    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 31,109 shares
    Change vs previous 13F +910 shares

    0.08% of the 13F portfolio, value $10,122,246.

    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 30,199 shares
    Change vs previous 13F +297 shares

    0.07% of the 13F portfolio, value $8,722,981.

    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 29,902 shares
    Change vs previous 13F +828 shares

    0.08% of the 13F portfolio, value $7,610,059.

    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 29,074 shares
    Change vs previous 13F +1,553 shares

    0.07% of the 13F portfolio, value $6,763,775.

    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 27,521 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,559,080.

    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).