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Waverly Advisors, LLC: ET position timeline

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

Waverly Advisors, LLC held 1,390,296 ET 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 1,390,296 shares
    Change vs previous 13F -335,547 shares

    0.15% of the 13F portfolio, value $26,582,464.

    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 1,725,843 shares
    Change vs previous 13F +314,965 shares

    0.25% of the 13F portfolio, value $33,308,770.

    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 1,410,878 shares
    Change vs previous 13F +122,070 shares

    0.19% of the 13F portfolio, value $23,265,392.

    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 1,288,808 shares
    Change vs previous 13F -24,889 shares

    0.22% of the 13F portfolio, value $22,115,950.

    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 1,313,697 shares
    Change vs previous 13F +10,003 shares

    0.26% of the 13F portfolio, value $23,817,330.

    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 1,303,694 shares
    Change vs previous 13F +920,530 shares

    0.3% of the 13F portfolio, value $24,235,677.

    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 383,164 shares
    Change vs previous 13F +138,231 shares

    0.12% of the 13F portfolio, value $7,506,178.

    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 244,933 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,931,176.

    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).