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Waverly Advisors, LLC: DFAI position timeline

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

Waverly Advisors, LLC held 472,494 DFAI 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 472,494 shares
    Change vs previous 13F +22,186 shares

    0.11% of the 13F portfolio, value $19,490,392.

    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 450,308 shares
    Change vs previous 13F +271,708 shares

    0.13% of the 13F portfolio, value $17,543,991.

    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 178,600 shares
    Change vs previous 13F +2,411 shares

    0.06% of the 13F portfolio, value $6,806,454.

    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 176,189 shares
    Change vs previous 13F -10,285 shares

    0.06% of the 13F portfolio, value $6,404,462.

    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 186,474 shares
    Change vs previous 13F +43,318 shares

    0.07% of the 13F portfolio, value $6,446,421.

    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 143,156 shares
    Change vs previous 13F -830 shares

    0.05% of the 13F portfolio, value $4,470,766.

    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 143,986 shares
    Change vs previous 13F -4,076 shares

    0.07% of the 13F portfolio, value $4,204,405.

    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 148,062 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,705,410.

    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).