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Disclosery

Waverly Advisors, LLC: DISV position timeline

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

Waverly Advisors, LLC held 93,172 DISV 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 93,172 shares
    Change vs previous 13F -3,199 shares

    0.02% of the 13F portfolio, value $3,738,997.

    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 96,371 shares
    Change vs previous 13F +3,569 shares

    0.03% of the 13F portfolio, value $3,800,861.

    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 92,802 shares
    Change vs previous 13F +33,884 shares

    0.03% of the 13F portfolio, value $3,526,484.

    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 58,918 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $2,102,766.

    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 58,935 shares
    Change vs previous 13F -536 shares

    0.02% of the 13F portfolio, value $1,939,559.

    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 59,471 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $1,731,795.

    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 59,571 shares
    Change vs previous 13F -1,501 shares

    0.02% of the 13F portfolio, value $1,582,811.

    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 61,072 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,774,763.

    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).