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Waverly Advisors, LLC: DFIV position timeline

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

Waverly Advisors, LLC held 940,947 DFIV 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 940,947 shares
    Change vs previous 13F +741,154 shares

    0.3% of the 13F portfolio, value $50,829,940.

    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 199,793 shares
    Change vs previous 13F +10,240 shares

    0.08% of the 13F portfolio, value $10,545,094.

    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 189,553 shares
    Change vs previous 13F +28,593 shares

    0.08% of the 13F portfolio, value $9,458,718.

    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 160,960 shares
    Change vs previous 13F +5,234 shares

    0.07% of the 13F portfolio, value $7,423,468.

    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 155,726 shares
    Change vs previous 13F -8,548 shares

    0.07% of the 13F portfolio, value $6,669,744.

    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 164,274 shares
    Change vs previous 13F -1,667 shares

    0.08% of the 13F portfolio, value $6,465,831.

    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 165,941 shares
    Change vs previous 13F +3,203 shares

    0.09% of the 13F portfolio, value $5,887,580.

    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 162,738 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,197,063.

    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).