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Waverly Advisors, LLC: FNDE position timeline

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

Waverly Advisors, LLC held 100,710 FNDE 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 100,710 shares
    Change vs previous 13F +6,796 shares

    0.02% of the 13F portfolio, value $3,996,163.

    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 93,914 shares
    Change vs previous 13F +14,711 shares

    0.03% of the 13F portfolio, value $3,593,135.

    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 79,203 shares
    Change vs previous 13F -584 shares

    0.02% of the 13F portfolio, value $2,856,046.

    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 79,787 shares
    Change vs previous 13F -3,401 shares

    0.03% of the 13F portfolio, value $2,885,081.

    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 83,188 shares
    Change vs previous 13F -4,225 shares

    0.03% of the 13F portfolio, value $2,746,031.

    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 87,413 shares
    Change vs previous 13F +4,399 shares

    0.03% of the 13F portfolio, value $2,692,327.

    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 83,014 shares
    Change vs previous 13F +3,137 shares

    0.04% of the 13F portfolio, value $2,411,563.

    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 79,877 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,577,627.

    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).