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Waverly Advisors, LLC: ELV position timeline

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

Waverly Advisors, LLC held 8,081 ELV 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 8,081 shares
    Change vs previous 13F +1,168 shares

    0.02% of the 13F portfolio, value $3,125,063.

    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 6,913 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $2,023,879.

    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 7,213 shares
    Change vs previous 13F +627 shares

    0.02% of the 13F portfolio, value $2,528,687.

    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 6,586 shares
    Change vs previous 13F +655 shares

    0.02% of the 13F portfolio, value $2,128,046.

    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 5,931 shares
    Change vs previous 13F -298 shares

    0.03% of the 13F portfolio, value $2,307,027.

    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 6,229 shares
    Change vs previous 13F +719 shares

    0.03% of the 13F portfolio, value $2,709,403.

    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 5,510 shares
    Change vs previous 13F +2,233 shares

    0.03% of the 13F portfolio, value $2,032,584.

    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 3,277 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,704,281.

    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).