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Waverly Advisors, LLC: CBLS position timeline

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

Waverly Advisors, LLC held 545,649 CBLS 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 545,649 shares
    Change vs previous 13F +21,112 shares

    0.11% of the 13F portfolio, value $18,582,857.

    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 524,537 shares
    Change vs previous 13F +20,555 shares

    0.11% of the 13F portfolio, value $15,053,492.

    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 503,982 shares
    Change vs previous 13F +311 shares

    0.11% of the 13F portfolio, value $13,857,855.

    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 503,671 shares
    Change vs previous 13F +8,472 shares

    0.14% of the 13F portfolio, value $14,480,490.

    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 495,199 shares
    Change vs previous 13F -6,859 shares

    0.16% of the 13F portfolio, value $14,221,520.

    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 502,058 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,123,344.

    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).