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Disclosery

Waverly Advisors, LLC: DFUS position timeline

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

Waverly Advisors, LLC held 69,930 DFUS 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 69,930 shares
    Change vs previous 13F +161 shares

    0.03% of the 13F portfolio, value $5,730,070.

    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 69,769 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $4,947,297.

    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 69,744 shares
    Change vs previous 13F +7,790 shares

    0.04% of the 13F portfolio, value $5,172,878.

    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 61,954 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $4,487,952.

    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 61,928 shares
    Change vs previous 13F -292 shares

    0.05% of the 13F portfolio, value $4,150,406.

    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 62,220 shares
    Change vs previous 13F +4,075 shares

    0.05% of the 13F portfolio, value $3,763,036.

    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 58,145 shares
    Change vs previous 13F +37 shares

    0.06% of the 13F portfolio, value $3,706,756.

    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 58,108 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,614,313.

    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).