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Disclosery

Waverly Advisors, LLC: EW position timeline

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

Waverly Advisors, LLC held 31,413 EW 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 31,413 shares
    Change vs previous 13F -2,170 shares

    0.02% of the 13F portfolio, value $2,841,590.

    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 33,583 shares
    Change vs previous 13F +991 shares

    0.02% of the 13F portfolio, value $2,689,301.

    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 32,592 shares
    Change vs previous 13F +9,198 shares

    0.02% of the 13F portfolio, value $2,778,440.

    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 23,394 shares
    Change vs previous 13F +1,101 shares

    0.02% of the 13F portfolio, value $1,819,326.

    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 22,293 shares
    Change vs previous 13F -1,916 shares

    0.02% of the 13F portfolio, value $1,743,510.

    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 24,209 shares
    Change vs previous 13F +6,895 shares

    0.02% of the 13F portfolio, value $1,754,668.

    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 17,314 shares
    Change vs previous 13F +11,963 shares

    0.02% of the 13F portfolio, value $1,281,755.

    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 5,351 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,112.

    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).