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Waverly Advisors, LLC: CB position timeline

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

Waverly Advisors, LLC held 23,531 CB 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 23,531 shares
    Change vs previous 13F -1,672 shares

    0.05% of the 13F portfolio, value $8,017,890.

    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 25,203 shares
    Change vs previous 13F +1,916 shares

    0.06% of the 13F portfolio, value $8,214,392.

    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 23,287 shares
    Change vs previous 13F +12,891 shares

    0.06% of the 13F portfolio, value $7,268,226.

    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 10,396 shares
    Change vs previous 13F +1,857 shares

    0.03% of the 13F portfolio, value $2,934,257.

    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 8,539 shares
    Change vs previous 13F +954 shares

    0.03% of the 13F portfolio, value $2,474,012.

    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 7,585 shares
    Change vs previous 13F +395 shares

    0.03% of the 13F portfolio, value $2,290,522.

    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 7,190 shares
    Change vs previous 13F +2,002 shares

    0.03% of the 13F portfolio, value $1,986,654.

    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 5,188 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,496,096.

    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).