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Waverly Advisors, LLC: DFNM position timeline

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

Waverly Advisors, LLC held 48,132 DFNM 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 48,132 shares
    Change vs previous 13F -1,891 shares

    0.01% of the 13F portfolio, value $2,326,463.

    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 50,023 shares
    Change vs previous 13F -10,058 shares

    0.02% of the 13F portfolio, value $2,397,583.

    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 60,081 shares
    Change vs previous 13F +5,526 shares

    0.02% of the 13F portfolio, value $2,894,119.

    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 54,555 shares
    Change vs previous 13F -26,115 shares

    0.03% of the 13F portfolio, value $2,617,529.

    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 80,670 shares
    Change vs previous 13F +5,879 shares

    0.04% of the 13F portfolio, value $3,826,167.

    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 74,791 shares
    Change vs previous 13F -2,593 shares

    0.04% of the 13F portfolio, value $3,557,831.

    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 77,384 shares
    Change vs previous 13F +2,504 shares

    0.06% of the 13F portfolio, value $3,696,638.

    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 74,880 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,634,675.

    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).