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Waverly Advisors, LLC: FDS position timeline

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

Waverly Advisors, LLC held 5,399 FDS 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 5,399 shares
    Change vs previous 13F +1,300 shares

    0.01% of the 13F portfolio, value $1,242,214.

    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 4,099 shares
    Change vs previous 13F -2,830 shares

    0.01% of the 13F portfolio, value $889,395.

    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 6,929 shares
    Change vs previous 13F +3,213 shares

    0.02% of the 13F portfolio, value $2,010,609.

    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 3,716 shares
    Change vs previous 13F -1,259 shares

    0.01% of the 13F portfolio, value $1,064,597.

    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 4,975 shares
    Change vs previous 13F -135 shares

    0.02% of the 13F portfolio, value $2,225,392.

    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 5,110 shares
    Change vs previous 13F +219 shares

    0.03% of the 13F portfolio, value $2,323,210.

    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 4,891 shares
    Change vs previous 13F -68 shares

    0.04% of the 13F portfolio, value $2,349,049.

    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 4,959 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,280,396.

    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).