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Waverly Advisors, LLC: EVSD position timeline

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

Waverly Advisors, LLC held 103,919 EVSD 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 103,919 shares
    Change vs previous 13F -3,375 shares

    0.03% of the 13F portfolio, value $5,284,793.

    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 107,294 shares
    Change vs previous 13F -2,580 shares

    0.04% of the 13F portfolio, value $5,465,577.

    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 109,874 shares
    Change vs previous 13F -11,267 shares

    0.05% of the 13F portfolio, value $5,652,296.

    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 121,141 shares
    Change vs previous 13F -16,105 shares

    0.06% of the 13F portfolio, value $6,227,279.

    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 137,246 shares
    Change vs previous 13F -20,982 shares

    0.08% of the 13F portfolio, value $7,017,401.

    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 158,228 shares
    Change vs previous 13F -28,328 shares

    0.1% of the 13F portfolio, value $8,031,671.

    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 186,556 shares
    Change vs previous 13F -60,803 shares

    0.15% of the 13F portfolio, value $9,415,494.

    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 247,359 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,598,012.

    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).