Skip to content
Disclosery

Waverly Advisors, LLC: FBTC position timeline

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

Waverly Advisors, LLC held 29,274 FBTC 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 29,274 shares
    Change vs previous 13F +2,497 shares

    0.01% of the 13F portfolio, value $1,494,442.

    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 26,777 shares
    Change vs previous 13F +10,548 shares

    0.01% of the 13F portfolio, value $1,580,673.

    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 16,229 shares
    Change vs previous 13F +1,682 shares

    0.01% of the 13F portfolio, value $1,237,136.

    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 14,547 shares
    Change vs previous 13F +5,550 shares

    0.01% of the 13F portfolio, value $1,451,935.

    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 8,997 shares
    Change vs previous 13F +3,385 shares

    0.01% of the 13F portfolio, value $845,641.

    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 5,612 shares
    Change vs previous 13F +427 shares

    <0.01% of the 13F portfolio, value $403,898.

    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 5,185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $422,977.

    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).