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Waverly Advisors, LLC: EES position timeline

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

Waverly Advisors, LLC held 78,844 EES 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 78,844 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $5,344,835.

    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 78,904 shares
    Change vs previous 13F -201 shares

    0.03% of the 13F portfolio, value $4,580,275.

    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 79,105 shares
    Change vs previous 13F -160 shares

    0.04% of the 13F portfolio, value $4,503,448.

    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 79,265 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $4,428,536.

    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 79,765 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $4,064,824.

    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 79,765 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $3,895,723.

    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 79,965 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,313,312.

    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).