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Waverly Advisors, LLC: CPAY position timeline

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

Waverly Advisors, LLC held 35,981 CPAY 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 35,981 shares
    Change vs previous 13F +328 shares

    0.07% of the 13F portfolio, value $11,991,387.

    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 35,653 shares
    Change vs previous 13F +473 shares

    0.08% of the 13F portfolio, value $10,374,667.

    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 35,180 shares
    Change vs previous 13F +1,257 shares

    0.09% of the 13F portfolio, value $10,586,717.

    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 33,923 shares
    Change vs previous 13F +600 shares

    0.1% of the 13F portfolio, value $9,771,859.

    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 33,323 shares
    Change vs previous 13F +757 shares

    0.12% of the 13F portfolio, value $11,057,238.

    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 32,566 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,356,416.

    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).