Skip to content
Disclosery

Waverly Advisors, LLC: DTE position timeline

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

Waverly Advisors, LLC held 26,700 DTE 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 26,700 shares
    Change vs previous 13F -1,506 shares

    0.02% of the 13F portfolio, value $4,068,298.

    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 28,206 shares
    Change vs previous 13F -1,576 shares

    0.03% of the 13F portfolio, value $4,124,254.

    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 29,782 shares
    Change vs previous 13F -1,583 shares

    0.03% of the 13F portfolio, value $3,841,250.

    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 31,365 shares
    Change vs previous 13F +73 shares

    0.04% of the 13F portfolio, value $4,435,899.

    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 31,292 shares
    Change vs previous 13F +327 shares

    0.05% of the 13F portfolio, value $4,144,981.

    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 30,965 shares
    Change vs previous 13F +1,772 shares

    0.05% of the 13F portfolio, value $4,281,534.

    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 29,193 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,525,049.

    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).