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Waverly Advisors, LLC: DXCM position timeline

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

Waverly Advisors, LLC held 64,920 DXCM 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 64,920 shares
    Change vs previous 13F +10,187 shares

    0.03% of the 13F portfolio, value $4,372,362.

    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 54,733 shares
    Change vs previous 13F +27,150 shares

    0.03% of the 13F portfolio, value $3,437,232.

    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 27,583 shares
    Change vs previous 13F -20,255 shares

    0.01% of the 13F portfolio, value $1,830,684.

    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 47,838 shares
    Change vs previous 13F +44,789 shares

    0.03% of the 13F portfolio, value $3,219,019.

    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 3,049 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $266,147.

    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 3,083 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $210,538.

    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 3,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,196.

    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).