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Waverly Advisors, LLC: FSK position timeline

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

Waverly Advisors, LLC held 67,020 FSK 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 67,020 shares
    Change vs previous 13F -8,404 shares

    <0.01% of the 13F portfolio, value $703,710.

    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 75,424 shares
    Change vs previous 13F -1,439 shares

    0.01% of the 13F portfolio, value $767,816.

    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 76,863 shares
    Change vs previous 13F -10,201 shares

    0.01% of the 13F portfolio, value $1,138,341.

    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 87,064 shares
    Change vs previous 13F -7,522 shares

    0.01% of the 13F portfolio, value $1,299,866.

    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 94,586 shares
    Change vs previous 13F -4,194 shares

    0.02% of the 13F portfolio, value $1,962,660.

    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 98,780 shares
    Change vs previous 13F -5,723 shares

    0.03% of the 13F portfolio, value $2,069,441.

    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 104,503 shares
    Change vs previous 13F -20,229 shares

    0.04% of the 13F portfolio, value $2,269,805.

    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 124,732 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,460,962.

    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).