Skip to content
Disclosery

Waverly Advisors, LLC: FBND position timeline

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

Waverly Advisors, LLC held 3,836,584 FBND 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 3,836,584 shares
    Change vs previous 13F +3,219,570 shares

    1.01% of the 13F portfolio, value $174,526,211.

    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 617,014 shares
    Change vs previous 13F +25,505 shares

    0.21% of the 13F portfolio, value $28,148,194.

    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 591,509 shares
    Change vs previous 13F +169,171 shares

    0.22% of the 13F portfolio, value $27,233,071.

    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 422,338 shares
    Change vs previous 13F +313,695 shares

    0.19% of the 13F portfolio, value $19,528,932.

    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 108,643 shares
    Change vs previous 13F -3,740 shares

    0.05% of the 13F portfolio, value $4,970,404.

    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 112,383 shares
    Change vs previous 13F +5,448 shares

    0.06% of the 13F portfolio, value $5,130,269.

    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 106,935 shares
    Change vs previous 13F +10,891 shares

    0.07% of the 13F portfolio, value $4,798,176.

    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 96,044 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,489,113.

    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).