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Waverly Advisors, LLC: FISV position timeline

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

Waverly Advisors, LLC held 8,389 FISV 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 8,389 shares
    Change vs previous 13F -4,839 shares

    <0.01% of the 13F portfolio, value $411,481.

    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 13,228 shares
    Change vs previous 13F +1,344 shares

    0.01% of the 13F portfolio, value $738,123.

    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 11,884 shares
    Change vs previous 13F +5,015 shares

    0.01% of the 13F portfolio, value $798,250.

    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 6,869 shares
    Change vs previous 13F -425 shares

    0.01% of the 13F portfolio, value $885,620.

    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 7,294 shares
    Change vs previous 13F -607 shares

    0.01% of the 13F portfolio, value $1,257,559.

    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 7,901 shares
    Change vs previous 13F +401 shares

    0.02% of the 13F portfolio, value $1,744,778.

    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 7,500 shares
    Change vs previous 13F +5,738 shares

    0.02% of the 13F portfolio, value $1,540,613.

    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 1,762 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $316,511.

    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).