Skip to content
Disclosery

Waverly Advisors, LLC: EXC position timeline

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

Waverly Advisors, LLC held 102,569 EXC 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 102,569 shares
    Change vs previous 13F +78,678 shares

    0.03% of the 13F portfolio, value $4,781,789.

    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 23,891 shares
    Change vs previous 13F +3,595 shares

    0.01% of the 13F portfolio, value $1,171,137.

    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 20,296 shares
    Change vs previous 13F +3,696 shares

    0.01% of the 13F portfolio, value $884,723.

    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 16,600 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $747,151.

    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 16,754 shares
    Change vs previous 13F -1,191 shares

    0.01% of the 13F portfolio, value $727,445.

    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 17,945 shares
    Change vs previous 13F +8,535 shares

    0.01% of the 13F portfolio, value $826,900.

    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 9,410 shares
    Change vs previous 13F +4,013 shares

    0.01% of the 13F portfolio, value $354,188.

    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 5,397 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,844.

    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).