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Disclosery

Waverly Advisors, LLC: DFIS position timeline

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

Waverly Advisors, LLC held 132,545 DFIS 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 132,545 shares
    Change vs previous 13F -3,618 shares

    0.03% of the 13F portfolio, value $4,643,053.

    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 136,163 shares
    Change vs previous 13F +10,474 shares

    0.03% of the 13F portfolio, value $4,584,592.

    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 125,689 shares
    Change vs previous 13F -79,125 shares

    0.03% of the 13F portfolio, value $4,140,189.

    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 204,814 shares
    Change vs previous 13F +12,033 shares

    0.06% of the 13F portfolio, value $6,478,272.

    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 192,781 shares
    Change vs previous 13F -22,395 shares

    0.06% of the 13F portfolio, value $5,752,594.

    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 215,176 shares
    Change vs previous 13F +29,364 shares

    0.07% of the 13F portfolio, value $5,560,144.

    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 185,812 shares
    Change vs previous 13F +62,836 shares

    0.07% of the 13F portfolio, value $4,562,611.

    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 122,976 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,299,452.

    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).