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Waverly Advisors, LLC: EFV position timeline

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

Waverly Advisors, LLC held 505,703 EFV 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 505,703 shares
    Change vs previous 13F +363 shares

    0.22% of the 13F portfolio, value $38,711,569.

    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 505,340 shares
    Change vs previous 13F +4,841 shares

    0.28% of the 13F portfolio, value $37,572,066.

    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 500,499 shares
    Change vs previous 13F -18,393 shares

    0.29% of the 13F portfolio, value $35,740,624.

    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 518,892 shares
    Change vs previous 13F +17,467 shares

    0.35% of the 13F portfolio, value $35,196,467.

    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 501,425 shares
    Change vs previous 13F -12,253 shares

    0.35% of the 13F portfolio, value $31,830,431.

    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 513,678 shares
    Change vs previous 13F -9,788 shares

    0.37% of the 13F portfolio, value $30,276,172.

    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 523,466 shares
    Change vs previous 13F +132,363 shares

    0.43% of the 13F portfolio, value $27,466,284.

    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 391,103 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $22,500,174.

    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).