Waverly Advisors, LLC: DIHP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on DIHP, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 196,162 DIHP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 196,162 sharesChange vs previous 13F -15,795 shares
0.04% of the 13F portfolio, value $6,694,044.
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 211,957 sharesChange vs previous 13F +3,997 shares
0.05% of the 13F portfolio, value $6,829,240.
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 207,960 sharesChange vs previous 13F -3,239 shares
0.05% of the 13F portfolio, value $6,585,041.
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 211,199 sharesChange vs previous 13F -98,719 shares
0.06% of the 13F portfolio, value $6,419,395.
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 309,918 sharesChange vs previous 13F -4,095 shares
0.1% of the 13F portfolio, value $9,139,473.
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 314,013 sharesChange vs previous 13F +4,411 shares
0.1% of the 13F portfolio, value $8,459,521.
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 309,602 sharesChange vs previous 13F -7,838 shares
0.12% of the 13F portfolio, value $7,811,268.
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 317,440 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $8,793,095.
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).