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Waverly Advisors, LLC: EWL position timeline

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

Waverly Advisors, LLC held 230,558 EWL 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 230,558 shares
    Change vs previous 13F +4,852 shares

    0.08% of the 13F portfolio, value $14,490,541.

    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 225,706 shares
    Change vs previous 13F +3,543 shares

    0.1% of the 13F portfolio, value $13,273,761.

    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 222,163 shares
    Change vs previous 13F +1,871 shares

    0.11% of the 13F portfolio, value $13,320,885.

    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 220,292 shares
    Change vs previous 13F +14,076 shares

    0.12% of the 13F portfolio, value $12,168,922.

    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 206,216 shares
    Change vs previous 13F +5,649 shares

    0.12% of the 13F portfolio, value $11,302,683.

    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 200,567 shares
    Change vs previous 13F +3,465 shares

    0.13% of the 13F portfolio, value $10,387,359.

    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 197,102 shares
    Change vs previous 13F +10,205 shares

    0.14% of the 13F portfolio, value $9,058,829.

    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 186,897 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,737,357.

    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).