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Disclosery

Waverly Advisors, LLC: CWI position timeline

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

Waverly Advisors, LLC held 314,489 CWI 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 314,489 shares
    Change vs previous 13F +6,567 shares

    0.07% of the 13F portfolio, value $12,790,269.

    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 307,922 shares
    Change vs previous 13F +9,642 shares

    0.08% of the 13F portfolio, value $11,266,868.

    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 298,280 shares
    Change vs previous 13F -3,632 shares

    0.09% of the 13F portfolio, value $10,714,220.

    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 301,912 shares
    Change vs previous 13F +26,848 shares

    0.11% of the 13F portfolio, value $10,542,780.

    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 275,064 shares
    Change vs previous 13F +15,254 shares

    0.1% of the 13F portfolio, value $8,983,586.

    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 259,810 shares
    Change vs previous 13F +27,038 shares

    0.09% of the 13F portfolio, value $7,685,190.

    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 232,772 shares
    Change vs previous 13F -132 shares

    0.1% of the 13F portfolio, value $6,503,663.

    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 232,904 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,089,585.

    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).