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Waverly Advisors, LLC: CHW position timeline

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

Waverly Advisors, LLC held 20,870 CHW 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 20,870 shares
    Change vs previous 13F -8,196 shares

    <0.01% of the 13F portfolio, value $185,952.

    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 29,066 shares
    Change vs previous 13F +593 shares

    <0.01% of the 13F portfolio, value $211,016.

    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 28,473 shares
    Change vs previous 13F +96 shares

    <0.01% of the 13F portfolio, value $210,984.

    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 28,377 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $213,963.

    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 28,283 shares
    Change vs previous 13F -696 shares

    <0.01% of the 13F portfolio, value $201,659.

    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 28,979 shares
    Change vs previous 13F -1,979 shares

    <0.01% of the 13F portfolio, value $185,177.

    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 30,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,969.

    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).