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Waverly Advisors, LLC: BX position timeline

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

Waverly Advisors, LLC held 145,297 BX 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 145,297 shares
    Change vs previous 13F +7,246 shares

    0.1% of the 13F portfolio, value $17,097,069.

    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 138,051 shares
    Change vs previous 13F +10,778 shares

    0.12% of the 13F portfolio, value $15,874,525.

    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 127,273 shares
    Change vs previous 13F +96,473 shares

    0.16% of the 13F portfolio, value $19,617,926.

    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 30,800 shares
    Change vs previous 13F -11,297 shares

    0.05% of the 13F portfolio, value $5,262,232.

    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 42,097 shares
    Change vs previous 13F +12,959 shares

    0.07% of the 13F portfolio, value $6,296,814.

    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 29,138 shares
    Change vs previous 13F +1,430 shares

    0.05% of the 13F portfolio, value $4,072,901.

    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 27,708 shares
    Change vs previous 13F +5,204 shares

    0.07% of the 13F portfolio, value $4,777,353.

    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 22,504 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,445,974.

    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).