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Disclosery

Waverly Advisors, LLC: EG position timeline

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

Waverly Advisors, LLC held 18,102 EG 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 18,102 shares
    Change vs previous 13F -6,457 shares

    0.04% of the 13F portfolio, value $6,466,577.

    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 24,559 shares
    Change vs previous 13F -3,057 shares

    0.06% of the 13F portfolio, value $8,027,109.

    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 27,616 shares
    Change vs previous 13F -1,941 shares

    0.08% of the 13F portfolio, value $9,371,490.

    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 29,557 shares
    Change vs previous 13F +1,030 shares

    0.1% of the 13F portfolio, value $10,351,748.

    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 28,527 shares
    Change vs previous 13F -107 shares

    0.11% of the 13F portfolio, value $9,694,901.

    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 28,634 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,403,591.

    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).