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Disclosery

Waverly Advisors, LLC: CP position timeline

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

Waverly Advisors, LLC held 10,795 CP 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 10,795 shares
    Change vs previous 13F +231 shares

    0.01% of the 13F portfolio, value $935,424.

    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 10,564 shares
    Change vs previous 13F -1,344 shares

    0.01% of the 13F portfolio, value $830,946.

    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 11,908 shares
    Change vs previous 13F -294 shares

    0.01% of the 13F portfolio, value $876,774.

    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 12,202 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $908,950.

    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 10,953 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $868,230.

    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 10,804 shares
    Change vs previous 13F +270 shares

    0.01% of the 13F portfolio, value $758,569.

    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 10,534 shares
    Change vs previous 13F +4,938 shares

    0.01% of the 13F portfolio, value $762,315.

    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 5,596 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $478,646.

    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).