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Waverly Advisors, LLC: EEM position timeline

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

Waverly Advisors, LLC held 239,228 EEM 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 239,228 shares
    Change vs previous 13F -220,408 shares

    0.09% of the 13F portfolio, value $16,365,592.

    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 459,636 shares
    Change vs previous 13F +247,313 shares

    0.2% of the 13F portfolio, value $26,102,708.

    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 212,323 shares
    Change vs previous 13F +144,366 shares

    0.09% of the 13F portfolio, value $11,616,168.

    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 67,957 shares
    Change vs previous 13F +3,116 shares

    0.04% of the 13F portfolio, value $3,628,922.

    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 64,841 shares
    Change vs previous 13F +104 shares

    0.03% of the 13F portfolio, value $3,127,914.

    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 64,737 shares
    Change vs previous 13F -9,586 shares

    0.03% of the 13F portfolio, value $2,829,020.

    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 74,323 shares
    Change vs previous 13F +24,367 shares

    0.05% of the 13F portfolio, value $3,108,178.

    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 49,956 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,290,963.

    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).