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Waverly Advisors, LLC: CEFZ position timeline

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

Waverly Advisors, LLC held 298,482 CEFZ 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 298,482 shares
    Change vs previous 13F -945 shares

    0.01% of the 13F portfolio, value $2,456,299.

    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 299,427 shares
    Change vs previous 13F -7,112 shares

    0.02% of the 13F portfolio, value $2,349,872.

    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 306,539 shares
    Change vs previous 13F -1,638 shares

    0.02% of the 13F portfolio, value $2,510,558.

    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 308,177 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,525,507.

    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).