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Waverly Advisors, LLC: DOL position timeline

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

Waverly Advisors, LLC held 29,213 DOL 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 29,213 shares
    Change vs previous 13F -481 shares

    0.01% of the 13F portfolio, value $2,172,440.

    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 29,694 shares
    Change vs previous 13F -427 shares

    0.02% of the 13F portfolio, value $2,018,768.

    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 30,121 shares
    Change vs previous 13F -1,056 shares

    0.02% of the 13F portfolio, value $1,983,450.

    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 31,177 shares
    Change vs previous 13F -845 shares

    0.02% of the 13F portfolio, value $1,940,916.

    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 32,022 shares
    Change vs previous 13F -655 shares

    0.02% of the 13F portfolio, value $1,907,475.

    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 32,677 shares
    Change vs previous 13F -1,697 shares

    0.02% of the 13F portfolio, value $1,799,522.

    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 34,374 shares
    Change vs previous 13F -597 shares

    0.03% of the 13F portfolio, value $1,699,443.

    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 34,971 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,887,217.

    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).