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Waverly Advisors, LLC: CORP position timeline

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

Waverly Advisors, LLC held 62,382 CORP 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 62,382 shares
    Change vs previous 13F +1,499 shares

    0.04% of the 13F portfolio, value $6,044,787.

    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 60,883 shares
    Change vs previous 13F +49,982 shares

    0.04% of the 13F portfolio, value $5,893,438.

    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 10,901 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $1,066,652.

    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 10,572 shares
    Change vs previous 13F +4,898 shares

    0.01% of the 13F portfolio, value $1,042,651.

    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 5,674 shares
    Change vs previous 13F +2,004 shares

    0.01% of the 13F portfolio, value $552,122.

    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 3,670 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $355,109.

    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 3,245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,627.

    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).