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Disclosery

Waverly Advisors, LLC: FDIS position timeline

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

Waverly Advisors, LLC held 140 FDIS 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 140 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $14,398.

    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 210 shares
    Change vs previous 13F -24,311 shares

    <0.01% of the 13F portfolio, value $19,585.

    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 24,521 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,505,066.

    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).