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Waverly Advisors, LLC: CL position timeline

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

Waverly Advisors, LLC held 180,975 CL 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 180,975 shares
    Change vs previous 13F +10,832 shares

    0.1% of the 13F portfolio, value $16,591,821.

    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 170,143 shares
    Change vs previous 13F -1,086 shares

    0.11% of the 13F portfolio, value $14,501,311.

    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 171,229 shares
    Change vs previous 13F +66,926 shares

    0.11% of the 13F portfolio, value $13,530,551.

    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 104,303 shares
    Change vs previous 13F -410 shares

    0.08% of the 13F portfolio, value $8,337,965.

    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 104,713 shares
    Change vs previous 13F -3,810 shares

    0.1% of the 13F portfolio, value $9,518,397.

    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 108,523 shares
    Change vs previous 13F +7,696 shares

    0.12% of the 13F portfolio, value $10,168,614.

    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 100,827 shares
    Change vs previous 13F +3,378 shares

    0.14% of the 13F portfolio, value $9,166,200.

    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 97,449 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,116,233.

    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).