Skip to content
Disclosery

Waverly Advisors, LLC: FDVV position timeline

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

Waverly Advisors, LLC held 45,455 FDVV 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 45,455 shares
    Change vs previous 13F +25,574 shares

    0.02% of the 13F portfolio, value $2,740,498.

    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 19,881 shares
    Change vs previous 13F +447 shares

    0.01% of the 13F portfolio, value $1,098,202.

    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 19,434 shares
    Change vs previous 13F +315 shares

    0.01% of the 13F portfolio, value $1,101,726.

    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 19,119 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $1,065,101.

    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 19,029 shares
    Change vs previous 13F +1,055 shares

    0.01% of the 13F portfolio, value $989,887.

    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 17,974 shares
    Change vs previous 13F +596 shares

    0.01% of the 13F portfolio, value $891,533.

    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 17,378 shares
    Change vs previous 13F +11,952 shares

    0.01% of the 13F portfolio, value $867,880.

    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 5,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $274,821.

    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).