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Disclosery

Waverly Advisors, LLC: DPG position timeline

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

Waverly Advisors, LLC held 0 DPG shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,627 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 10,627 shares
    Change vs previous 13F -1,673 shares

    <0.01% of the 13F portfolio, value $129,968.

    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).

  3. period ended2024-12-31
    13F 12,300 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $143,787.

    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).

  4. period ended2024-09-30
    13F 12,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $147,924.

    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).