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Waverly Advisors, LLC: EMXC position timeline

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

Waverly Advisors, LLC held 19,796 EMXC 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 19,796 shares
    Change vs previous 13F +1,989 shares

    0.01% of the 13F portfolio, value $2,025,148.

    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 17,807 shares
    Change vs previous 13F +369 shares

    0.01% of the 13F portfolio, value $1,400,666.

    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 17,438 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $1,267,411.

    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 17,805 shares
    Change vs previous 13F -66,982 shares

    0.01% of the 13F portfolio, value $1,202,039.

    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 84,787 shares
    Change vs previous 13F -16,982 shares

    0.06% of the 13F portfolio, value $5,353,423.

    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 101,769 shares
    Change vs previous 13F +16,444 shares

    0.07% of the 13F portfolio, value $5,606,437.

    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 85,325 shares
    Change vs previous 13F +22,501 shares

    0.07% of the 13F portfolio, value $4,731,264.

    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 62,824 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,839,176.

    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).