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Waverly Advisors, LLC: DHS position timeline

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

Waverly Advisors, LLC held 9,245 DHS 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 9,245 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $1,051,035.

    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 9,238 shares
    Change vs previous 13F -284 shares

    0.01% of the 13F portfolio, value $1,009,019.

    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 9,522 shares
    Change vs previous 13F -742 shares

    0.01% of the 13F portfolio, value $969,552.

    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 10,264 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $1,034,122.

    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 10,272 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $985,905.

    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 10,287 shares
    Change vs previous 13F -172 shares

    0.01% of the 13F portfolio, value $1,020,013.

    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 10,459 shares
    Change vs previous 13F -156 shares

    0.02% of the 13F portfolio, value $976,436.

    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 10,615 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $995,664.

    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).