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Waverly Advisors, LLC: CME position timeline

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

Waverly Advisors, LLC held 48,870 CME 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 48,870 shares
    Change vs previous 13F -169 shares

    0.06% of the 13F portfolio, value $10,791,959.

    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 49,039 shares
    Change vs previous 13F +728 shares

    0.11% of the 13F portfolio, value $14,483,733.

    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 48,311 shares
    Change vs previous 13F +662 shares

    0.11% of the 13F portfolio, value $13,192,651.

    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 47,649 shares
    Change vs previous 13F +20,814 shares

    0.13% of the 13F portfolio, value $12,874,362.

    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 26,835 shares
    Change vs previous 13F +5,370 shares

    0.08% of the 13F portfolio, value $7,396,189.

    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 21,465 shares
    Change vs previous 13F +10,638 shares

    0.07% of the 13F portfolio, value $5,694,459.

    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 10,827 shares
    Change vs previous 13F +2,637 shares

    0.04% of the 13F portfolio, value $2,514,354.

    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 8,190 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,807,124.

    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).