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Waverly Advisors, LLC: DHR position timeline

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

Waverly Advisors, LLC held 60,265 DHR 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 60,265 shares
    Change vs previous 13F -27,240 shares

    0.07% of the 13F portfolio, value $11,479,297.

    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 87,505 shares
    Change vs previous 13F +10,029 shares

    0.12% of the 13F portfolio, value $16,590,941.

    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 77,476 shares
    Change vs previous 13F +44,381 shares

    0.14% of the 13F portfolio, value $17,735,795.

    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 33,095 shares
    Change vs previous 13F +202 shares

    0.07% of the 13F portfolio, value $6,561,388.

    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 32,893 shares
    Change vs previous 13F +869 shares

    0.07% of the 13F portfolio, value $6,497,637.

    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 32,024 shares
    Change vs previous 13F +21,428 shares

    0.08% of the 13F portfolio, value $6,564,834.

    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 10,596 shares
    Change vs previous 13F +2,109 shares

    0.04% of the 13F portfolio, value $2,432,413.

    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 8,487 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,359,627.

    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).