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Waverly Advisors, LLC: FHN position timeline

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

Waverly Advisors, LLC held 198,859 FHN 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 198,859 shares
    Change vs previous 13F +5,256 shares

    0.03% of the 13F portfolio, value $5,098,738.

    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 193,603 shares
    Change vs previous 13F +7,079 shares

    0.03% of the 13F portfolio, value $4,406,399.

    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 186,524 shares
    Change vs previous 13F +145,431 shares

    0.04% of the 13F portfolio, value $4,457,941.

    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 41,093 shares
    Change vs previous 13F +8,095 shares

    0.01% of the 13F portfolio, value $929,122.

    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 32,998 shares
    Change vs previous 13F -606 shares

    0.01% of the 13F portfolio, value $699,567.

    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 33,604 shares
    Change vs previous 13F +23,517 shares

    0.01% of the 13F portfolio, value $652,598.

    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 10,087 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,161.

    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).