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Waverly Advisors, LLC: DFLV position timeline

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

Waverly Advisors, LLC held 221,536 DFLV 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 221,536 shares
    Change vs previous 13F -3,529 shares

    0.05% of the 13F portfolio, value $8,759,543.

    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 225,065 shares
    Change vs previous 13F +34,150 shares

    0.06% of the 13F portfolio, value $8,037,078.

    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 190,915 shares
    Change vs previous 13F +577 shares

    0.05% of the 13F portfolio, value $6,531,193.

    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 190,338 shares
    Change vs previous 13F +1,261 shares

    0.06% of the 13F portfolio, value $6,262,111.

    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 189,077 shares
    Change vs previous 13F -7,967 shares

    0.06% of the 13F portfolio, value $5,865,159.

    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 197,044 shares
    Change vs previous 13F +5,648 shares

    0.07% of the 13F portfolio, value $6,023,622.

    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 191,396 shares
    Change vs previous 13F -2,734 shares

    0.09% of the 13F portfolio, value $5,747,615.

    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 194,130 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,981,144.

    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).