Skip to content
Disclosery

Waverly Advisors, LLC: FIS position timeline

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

Waverly Advisors, LLC held 10,542 FIS 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 10,542 shares
    Change vs previous 13F -1,395 shares

    <0.01% of the 13F portfolio, value $409,873.

    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 11,937 shares
    Change vs previous 13F +2,920 shares

    <0.01% of the 13F portfolio, value $559,964.

    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 9,017 shares
    Change vs previous 13F +1,569 shares

    <0.01% of the 13F portfolio, value $599,270.

    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 7,448 shares
    Change vs previous 13F -1,102 shares

    <0.01% of the 13F portfolio, value $491,137.

    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 8,550 shares
    Change vs previous 13F -3,442 shares

    0.01% of the 13F portfolio, value $696,074.

    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 11,992 shares
    Change vs previous 13F +939 shares

    0.01% of the 13F portfolio, value $895,579.

    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 11,053 shares
    Change vs previous 13F +3,189 shares

    0.01% of the 13F portfolio, value $892,770.

    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 7,864 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $658,611.

    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).