Skip to content
Disclosery

Waverly Advisors, LLC: EFG position timeline

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

Waverly Advisors, LLC held 133,691 EFG 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 133,691 shares
    Change vs previous 13F +8,397 shares

    0.1% of the 13F portfolio, value $16,633,813.

    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 125,294 shares
    Change vs previous 13F +2,872 shares

    0.1% of the 13F portfolio, value $13,954,033.

    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 122,422 shares
    Change vs previous 13F -39,549 shares

    0.11% of the 13F portfolio, value $13,946,289.

    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 161,971 shares
    Change vs previous 13F +4,035 shares

    0.18% of the 13F portfolio, value $18,445,211.

    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 157,936 shares
    Change vs previous 13F -10,984 shares

    0.19% of the 13F portfolio, value $17,688,839.

    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 168,920 shares
    Change vs previous 13F +3,108 shares

    0.21% of the 13F portfolio, value $16,892,040.

    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 165,812 shares
    Change vs previous 13F +25,220 shares

    0.25% of the 13F portfolio, value $16,055,569.

    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 140,592 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $15,134,766.

    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).