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Waverly Advisors, LLC: DLS position timeline

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

Waverly Advisors, LLC held 17,202 DLS 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 17,202 shares
    Change vs previous 13F -1,253 shares

    0.01% of the 13F portfolio, value $1,441,387.

    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 18,455 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $1,504,061.

    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 18,575 shares
    Change vs previous 13F -1,981 shares

    0.01% of the 13F portfolio, value $1,504,756.

    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 20,556 shares
    Change vs previous 13F -1,112 shares

    0.02% of the 13F portfolio, value $1,634,376.

    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 21,668 shares
    Change vs previous 13F -85 shares

    0.02% of the 13F portfolio, value $1,627,476.

    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 21,753 shares
    Change vs previous 13F -814 shares

    0.02% of the 13F portfolio, value $1,435,740.

    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 22,567 shares
    Change vs previous 13F -773 shares

    0.02% of the 13F portfolio, value $1,420,618.

    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 23,340 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,611,622.

    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).