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Disclosery

Waverly Advisors, LLC: DES position timeline

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

Waverly Advisors, LLC held 86,095 DES 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 86,095 shares
    Change vs previous 13F -3,195 shares

    0.02% of the 13F portfolio, value $3,502,329.

    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 89,290 shares
    Change vs previous 13F +215 shares

    0.02% of the 13F portfolio, value $3,209,066.

    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 89,075 shares
    Change vs previous 13F -5,811 shares

    0.02% of the 13F portfolio, value $2,979,571.

    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 94,886 shares
    Change vs previous 13F -1,787 shares

    0.03% of the 13F portfolio, value $3,195,772.

    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 96,673 shares
    Change vs previous 13F -5,274 shares

    0.03% of the 13F portfolio, value $3,070,330.

    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 101,947 shares
    Change vs previous 13F +81,331 shares

    0.04% of the 13F portfolio, value $3,258,235.

    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 20,616 shares
    Change vs previous 13F +6,563 shares

    0.01% of the 13F portfolio, value $708,171.

    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 14,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $484,702.

    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).