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Disclosery

Waverly Advisors, LLC: FTA position timeline

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

Waverly Advisors, LLC held 14,297 FTA 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 14,297 shares
    Change vs previous 13F +220 shares

    0.01% of the 13F portfolio, value $1,383,928.

    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 14,077 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $1,300,011.

    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 14,101 shares
    Change vs previous 13F -853 shares

    0.01% of the 13F portfolio, value $1,214,770.

    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 14,954 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $1,246,060.

    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 14,974 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $1,177,406.

    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 14,937 shares
    Change vs previous 13F +1,760 shares

    0.01% of the 13F portfolio, value $1,145,967.

    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 13,177 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,007,513.

    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).