Skip to content
Disclosery

Waverly Advisors, LLC: F position timeline

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

Waverly Advisors, LLC held 162,819 F 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 162,819 shares
    Change vs previous 13F +1,501 shares

    0.01% of the 13F portfolio, value $2,263,190.

    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 161,318 shares
    Change vs previous 13F +416 shares

    0.01% of the 13F portfolio, value $1,861,613.

    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 160,902 shares
    Change vs previous 13F +88,572 shares

    0.02% of the 13F portfolio, value $2,111,036.

    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 72,330 shares
    Change vs previous 13F -4,340 shares

    0.01% of the 13F portfolio, value $865,063.

    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 76,670 shares
    Change vs previous 13F -9,387 shares

    0.01% of the 13F portfolio, value $831,865.

    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 86,057 shares
    Change vs previous 13F -582 shares

    0.01% of the 13F portfolio, value $863,150.

    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 86,639 shares
    Change vs previous 13F +50,150 shares

    0.01% of the 13F portfolio, value $857,726.

    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 36,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $385,322.

    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).