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Disclosery

Waverly Advisors, LLC: DG position timeline

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

Waverly Advisors, LLC held 20,401 DG 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 20,401 shares
    Change vs previous 13F -2,831 shares

    0.01% of the 13F portfolio, value $2,348,370.

    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 23,232 shares
    Change vs previous 13F +685 shares

    0.02% of the 13F portfolio, value $2,758,372.

    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 22,547 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $2,993,535.

    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 22,355 shares
    Change vs previous 13F +2,493 shares

    0.02% of the 13F portfolio, value $2,310,434.

    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 19,862 shares
    Change vs previous 13F -308 shares

    0.02% of the 13F portfolio, value $2,271,863.

    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 20,170 shares
    Change vs previous 13F +1,787 shares

    0.02% of the 13F portfolio, value $1,773,534.

    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 18,383 shares
    Change vs previous 13F +10,412 shares

    0.02% of the 13F portfolio, value $1,393,822.

    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 7,971 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $674,074.

    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).