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Waverly Advisors, LLC: CLX position timeline

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

Waverly Advisors, LLC held 22,152 CLX 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 22,152 shares
    Change vs previous 13F -3,290 shares

    0.01% of the 13F portfolio, value $2,114,189.

    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 25,442 shares
    Change vs previous 13F -2,942 shares

    0.02% of the 13F portfolio, value $2,636,503.

    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 28,384 shares
    Change vs previous 13F -1,267 shares

    0.02% of the 13F portfolio, value $2,861,957.

    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 29,651 shares
    Change vs previous 13F -4,296 shares

    0.04% of the 13F portfolio, value $3,655,941.

    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 33,947 shares
    Change vs previous 13F -385 shares

    0.04% of the 13F portfolio, value $4,076,058.

    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 34,332 shares
    Change vs previous 13F -422 shares

    0.06% of the 13F portfolio, value $5,055,359.

    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 34,754 shares
    Change vs previous 13F +778 shares

    0.09% of the 13F portfolio, value $5,644,398.

    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 33,976 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,535,002.

    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).