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Waverly Advisors, LLC: CWB position timeline

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

Waverly Advisors, LLC held 33,718 CWB 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 33,718 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $3,635,479.

    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 33,736 shares
    Change vs previous 13F -1,061 shares

    0.02% of the 13F portfolio, value $3,087,531.

    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 34,797 shares
    Change vs previous 13F -1,169 shares

    0.03% of the 13F portfolio, value $3,103,908.

    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 35,966 shares
    Change vs previous 13F +1,854 shares

    0.03% of the 13F portfolio, value $3,254,923.

    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 34,112 shares
    Change vs previous 13F -173 shares

    0.03% of the 13F portfolio, value $2,819,698.

    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 34,285 shares
    Change vs previous 13F -393 shares

    0.03% of the 13F portfolio, value $2,626,917.

    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 34,678 shares
    Change vs previous 13F -3,098 shares

    0.04% of the 13F portfolio, value $2,701,069.

    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 37,776 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,893,264.

    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).