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
- period ended2026-06-3013F 9,245 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,238 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,522 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,264 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,272 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,287 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,459 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,615 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).