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Waverly Advisors, LLC: DFEV position timeline

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

Waverly Advisors, LLC held 178,657 DFEV 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 178,657 shares
    Change vs previous 13F -8,667 shares

    0.04% of the 13F portfolio, value $7,622,770.

    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 187,324 shares
    Change vs previous 13F -4,658 shares

    0.05% of the 13F portfolio, value $6,702,449.

    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 191,982 shares
    Change vs previous 13F +805 shares

    0.05% of the 13F portfolio, value $6,477,456.

    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 191,177 shares
    Change vs previous 13F +6,193 shares

    0.06% of the 13F portfolio, value $6,096,646.

    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 184,984 shares
    Change vs previous 13F -13,271 shares

    0.06% of the 13F portfolio, value $5,547,668.

    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 198,255 shares
    Change vs previous 13F -849 shares

    0.07% of the 13F portfolio, value $5,362,804.

    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 199,104 shares
    Change vs previous 13F -7,825 shares

    0.08% of the 13F portfolio, value $5,218,506.

    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 206,929 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,889,186.

    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).