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Disclosery

Waverly Advisors, LLC: FIX position timeline

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

Waverly Advisors, LLC held 2,969 FIX 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 2,969 shares
    Change vs previous 13F +284 shares

    0.03% of the 13F portfolio, value $5,884,443.

    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 2,685 shares
    Change vs previous 13F +225 shares

    0.03% of the 13F portfolio, value $3,702,604.

    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 2,460 shares
    Change vs previous 13F +493 shares

    0.02% of the 13F portfolio, value $2,295,946.

    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 1,967 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $1,623,170.

    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 1,827 shares
    Change vs previous 13F +270 shares

    0.01% of the 13F portfolio, value $979,675.

    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 1,557 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $501,873.

    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 1,497 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $634,818.

    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).