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Waverly Advisors, LLC: EFA position timeline

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

Waverly Advisors, LLC held 304,435 EFA 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 304,435 shares
    Change vs previous 13F +5,656 shares

    0.18% of the 13F portfolio, value $31,624,751.

    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 298,779 shares
    Change vs previous 13F +16,757 shares

    0.22% of the 13F portfolio, value $29,020,405.

    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 282,022 shares
    Change vs previous 13F +43,288 shares

    0.22% of the 13F portfolio, value $27,082,633.

    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 238,734 shares
    Change vs previous 13F +3,335 shares

    0.22% of the 13F portfolio, value $22,290,583.

    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 235,399 shares
    Change vs previous 13F +8,631 shares

    0.23% of the 13F portfolio, value $21,042,351.

    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 226,768 shares
    Change vs previous 13F -3,429 shares

    0.23% of the 13F portfolio, value $18,533,744.

    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 230,197 shares
    Change vs previous 13F +56,326 shares

    0.27% of the 13F portfolio, value $17,405,185.

    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 173,871 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $14,540,859.

    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).