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Waverly Advisors, LLC: CI position timeline

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

Waverly Advisors, LLC held 15,214 CI 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 15,214 shares
    Change vs previous 13F +203 shares

    0.02% of the 13F portfolio, value $4,194,233.

    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 15,011 shares
    Change vs previous 13F +1,265 shares

    0.03% of the 13F portfolio, value $4,004,198.

    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 13,746 shares
    Change vs previous 13F +2,535 shares

    0.03% of the 13F portfolio, value $3,783,365.

    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 11,211 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $3,231,486.

    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 11,275 shares
    Change vs previous 13F -452 shares

    0.04% of the 13F portfolio, value $3,727,259.

    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 11,727 shares
    Change vs previous 13F +327 shares

    0.05% of the 13F portfolio, value $3,858,279.

    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 11,400 shares
    Change vs previous 13F +5,764 shares

    0.05% of the 13F portfolio, value $3,147,861.

    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 5,636 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,952,385.

    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).