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Waverly Advisors, LLC: FIW position timeline

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

Waverly Advisors, LLC held 28,814 FIW 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 28,814 shares
    Change vs previous 13F +1,941 shares

    0.02% of the 13F portfolio, value $3,155,693.

    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 26,873 shares
    Change vs previous 13F -364 shares

    0.02% of the 13F portfolio, value $2,771,429.

    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 27,237 shares
    Change vs previous 13F +1,933 shares

    0.02% of the 13F portfolio, value $2,959,060.

    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 25,304 shares
    Change vs previous 13F -277 shares

    0.03% of the 13F portfolio, value $2,842,908.

    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 25,581 shares
    Change vs previous 13F -1,277 shares

    0.03% of the 13F portfolio, value $2,762,194.

    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 26,858 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $2,704,907.

    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 27,056 shares
    Change vs previous 13F +295 shares

    0.04% of the 13F portfolio, value $2,761,056.

    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 26,761 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,925,784.

    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).