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Waverly Advisors, LLC: CAIE position timeline

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

Waverly Advisors, LLC held 528,430 CAIE 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 528,430 shares
    Change vs previous 13F +81,435 shares

    0.08% of the 13F portfolio, value $14,378,567.

    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 446,995 shares
    Change vs previous 13F +86,453 shares

    0.08% of the 13F portfolio, value $11,237,457.

    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 360,542 shares
    Change vs previous 13F +13,277 shares

    0.08% of the 13F portfolio, value $9,640,900.

    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 347,265 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,539,368.

    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).