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Disclosery

Waverly Advisors, LLC: DEM position timeline

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

Waverly Advisors, LLC held 71,178 DEM 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 71,178 shares
    Change vs previous 13F -2,563 shares

    0.02% of the 13F portfolio, value $3,828,663.

    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 73,741 shares
    Change vs previous 13F -748 shares

    0.03% of the 13F portfolio, value $3,664,168.

    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 74,489 shares
    Change vs previous 13F -600 shares

    0.03% of the 13F portfolio, value $3,479,390.

    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 75,089 shares
    Change vs previous 13F -1,387 shares

    0.03% of the 13F portfolio, value $3,453,324.

    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 76,476 shares
    Change vs previous 13F -943 shares

    0.04% of the 13F portfolio, value $3,463,595.

    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 77,419 shares
    Change vs previous 13F -888 shares

    0.04% of the 13F portfolio, value $3,257,772.

    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 78,307 shares
    Change vs previous 13F -4,884 shares

    0.05% of the 13F portfolio, value $3,170,669.

    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 83,191 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,661,216.

    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).