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Disclosery

Waverly Advisors, LLC: DFSD position timeline

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

Waverly Advisors, LLC held 276,647 DFSD 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 276,647 shares
    Change vs previous 13F +3,782 shares

    0.08% of the 13F portfolio, value $13,209,889.

    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 272,865 shares
    Change vs previous 13F -4,739 shares

    0.1% of the 13F portfolio, value $13,064,773.

    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 277,604 shares
    Change vs previous 13F -2,359 shares

    0.11% of the 13F portfolio, value $13,311,107.

    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 279,963 shares
    Change vs previous 13F -10,871 shares

    0.13% of the 13F portfolio, value $13,491,417.

    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 290,834 shares
    Change vs previous 13F -13,259 shares

    0.15% of the 13F portfolio, value $13,962,939.

    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 304,093 shares
    Change vs previous 13F -2,802 shares

    0.18% of the 13F portfolio, value $14,450,503.

    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 306,895 shares
    Change vs previous 13F -14,325 shares

    0.22% of the 13F portfolio, value $14,387,238.

    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 321,220 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $15,335,064.

    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).