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Waverly Advisors, LLC: FNDX position timeline

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

Waverly Advisors, LLC held 65,017 FNDX 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 65,017 shares
    Change vs previous 13F +4,121 shares

    0.01% of the 13F portfolio, value $2,022,035.

    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 60,896 shares
    Change vs previous 13F +8,974 shares

    0.01% of the 13F portfolio, value $1,695,948.

    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 51,922 shares
    Change vs previous 13F +806 shares

    0.01% of the 13F portfolio, value $1,412,812.

    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 51,116 shares
    Change vs previous 13F -11,723 shares

    0.01% of the 13F portfolio, value $1,344,345.

    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 62,839 shares
    Change vs previous 13F -6,776 shares

    0.02% of the 13F portfolio, value $1,542,059.

    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 69,615 shares
    Change vs previous 13F +9,558 shares

    0.02% of the 13F portfolio, value $1,643,608.

    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 60,057 shares
    Change vs previous 13F +42,076 shares

    0.02% of the 13F portfolio, value $1,422,159.

    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 17,981 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,290,313.

    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).