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Waverly Advisors, LLC: FNDF position timeline

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

Waverly Advisors, LLC held 29,237 FNDF 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 29,237 shares
    Change vs previous 13F +7,293 shares

    0.01% of the 13F portfolio, value $1,542,519.

    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 21,944 shares
    Change vs previous 13F +13,096 shares

    0.01% of the 13F portfolio, value $1,073,738.

    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 8,848 shares
    Change vs previous 13F -1,322 shares

    <0.01% of the 13F portfolio, value $400,035.

    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 10,170 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $436,887.

    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 10,049 shares
    Change vs previous 13F -4,116 shares

    <0.01% of the 13F portfolio, value $402,146.

    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 14,165 shares
    Change vs previous 13F +4,247 shares

    0.01% of the 13F portfolio, value $511,933.

    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 9,918 shares
    Change vs previous 13F -731 shares

    0.01% of the 13F portfolio, value $329,386.

    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 10,649 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $397,941.

    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).