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Disclosery

Waverly Advisors, LLC: FLOT position timeline

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

Waverly Advisors, LLC held 10,862 FLOT 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 10,862 shares
    Change vs previous 13F +1,714 shares

    <0.01% of the 13F portfolio, value $554,505.

    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 9,148 shares
    Change vs previous 13F -44,338 shares

    <0.01% of the 13F portfolio, value $466,091.

    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 53,486 shares
    Change vs previous 13F -397 shares

    0.02% of the 13F portfolio, value $2,720,298.

    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 53,883 shares
    Change vs previous 13F -841 shares

    0.03% of the 13F portfolio, value $2,752,613.

    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 54,724 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $2,792,018.

    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 54,783 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,796,672.

    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).