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Waverly Advisors, LLC: DEO position timeline

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

Waverly Advisors, LLC held 24,457 DEO 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 24,457 shares
    Change vs previous 13F -14,328 shares

    0.01% of the 13F portfolio, value $1,965,824.

    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 38,785 shares
    Change vs previous 13F -8,579 shares

    0.02% of the 13F portfolio, value $2,887,574.

    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 47,364 shares
    Change vs previous 13F +11,168 shares

    0.03% of the 13F portfolio, value $4,086,132.

    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 36,196 shares
    Change vs previous 13F -3,218 shares

    0.03% of the 13F portfolio, value $3,454,195.

    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 39,414 shares
    Change vs previous 13F -1,704 shares

    0.04% of the 13F portfolio, value $3,974,546.

    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 41,118 shares
    Change vs previous 13F -1,916 shares

    0.05% of the 13F portfolio, value $4,308,781.

    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 43,034 shares
    Change vs previous 13F +2,661 shares

    0.08% of the 13F portfolio, value $5,470,929.

    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 40,373 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,665,878.

    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).