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Waverly Advisors, LLC: COST position timeline

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

Waverly Advisors, LLC held 87,623 COST 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 87,623 shares
    Change vs previous 13F +38,723 shares

    0.48% of the 13F portfolio, value $81,968,357.

    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 48,900 shares
    Change vs previous 13F +12,918 shares

    0.37% of the 13F portfolio, value $48,725,268.

    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 35,982 shares
    Change vs previous 13F +18,409 shares

    0.25% of the 13F portfolio, value $31,028,354.

    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 17,573 shares
    Change vs previous 13F +504 shares

    0.16% of the 13F portfolio, value $16,265,880.

    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 17,069 shares
    Change vs previous 13F +459 shares

    0.19% of the 13F portfolio, value $16,897,776.

    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 16,610 shares
    Change vs previous 13F +1,290 shares

    0.19% of the 13F portfolio, value $15,709,767.

    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 15,320 shares
    Change vs previous 13F +2,330 shares

    0.22% of the 13F portfolio, value $14,037,498.

    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 12,990 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,516,116.

    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).