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Waverly Advisors, LLC: DGRW position timeline

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

Waverly Advisors, LLC held 65,438 DGRW 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 65,438 shares
    Change vs previous 13F -5,299 shares

    0.04% of the 13F portfolio, value $6,257,203.

    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 70,737 shares
    Change vs previous 13F -3,837 shares

    0.05% of the 13F portfolio, value $6,213,515.

    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 74,574 shares
    Change vs previous 13F +262 shares

    0.05% of the 13F portfolio, value $6,669,087.

    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 74,312 shares
    Change vs previous 13F +22,837 shares

    0.07% of the 13F portfolio, value $6,610,752.

    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 51,475 shares
    Change vs previous 13F -2,480 shares

    0.05% of the 13F portfolio, value $4,310,548.

    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 53,955 shares
    Change vs previous 13F +1,605 shares

    0.05% of the 13F portfolio, value $4,308,836.

    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 52,350 shares
    Change vs previous 13F +46,891 shares

    0.07% of the 13F portfolio, value $4,236,692.

    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 5,459 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $454,243.

    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).