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Waverly Advisors, LLC: DYNF position timeline

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

Waverly Advisors, LLC held 254,870 DYNF 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 254,870 shares
    Change vs previous 13F -2,968 shares

    0.1% of the 13F portfolio, value $17,333,742.

    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 257,838 shares
    Change vs previous 13F +24,170 shares

    0.11% of the 13F portfolio, value $15,001,015.

    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 233,668 shares
    Change vs previous 13F +26,555 shares

    0.12% of the 13F portfolio, value $14,209,346.

    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 207,113 shares
    Change vs previous 13F +51,123 shares

    0.12% of the 13F portfolio, value $12,261,100.

    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 155,990 shares
    Change vs previous 13F +25,809 shares

    0.09% of the 13F portfolio, value $8,495,227.

    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 130,181 shares
    Change vs previous 13F +13,108 shares

    0.08% of the 13F portfolio, value $6,347,647.

    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 117,073 shares
    Change vs previous 13F -5,069 shares

    0.09% of the 13F portfolio, value $6,000,013.

    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 122,142 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,042,367.

    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).