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Waverly Advisors, LLC: C position timeline

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

Waverly Advisors, LLC held 150,991 C 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 150,991 shares
    Change vs previous 13F -21,044 shares

    0.12% of the 13F portfolio, value $21,132,632.

    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 172,035 shares
    Change vs previous 13F +1,430 shares

    0.15% of the 13F portfolio, value $19,510,505.

    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 170,605 shares
    Change vs previous 13F +58,980 shares

    0.16% of the 13F portfolio, value $19,907,924.

    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 111,625 shares
    Change vs previous 13F +1,485 shares

    0.11% of the 13F portfolio, value $11,329,893.

    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 110,140 shares
    Change vs previous 13F +30,694 shares

    0.1% of the 13F portfolio, value $9,375,153.

    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 79,446 shares
    Change vs previous 13F +48,846 shares

    0.07% of the 13F portfolio, value $5,639,858.

    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 30,600 shares
    Change vs previous 13F +12,130 shares

    0.03% of the 13F portfolio, value $2,153,947.

    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 18,470 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,156,196.

    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).