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Disclosery

Waverly Advisors, LLC: DE position timeline

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

Waverly Advisors, LLC held 35,614 DE 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 35,614 shares
    Change vs previous 13F +2,852 shares

    0.13% of the 13F portfolio, value $22,590,946.

    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 32,762 shares
    Change vs previous 13F +497 shares

    0.14% of the 13F portfolio, value $18,455,065.

    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 32,265 shares
    Change vs previous 13F +42 shares

    0.12% of the 13F portfolio, value $15,021,561.

    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 32,223 shares
    Change vs previous 13F +177 shares

    0.15% of the 13F portfolio, value $14,734,197.

    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 32,046 shares
    Change vs previous 13F -1,119 shares

    0.18% of the 13F portfolio, value $16,295,102.

    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 33,165 shares
    Change vs previous 13F -1,811 shares

    0.19% of the 13F portfolio, value $15,566,064.

    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 34,976 shares
    Change vs previous 13F +2,129 shares

    0.23% of the 13F portfolio, value $14,819,349.

    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 32,847 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,708,008.

    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).