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Waverly Advisors, LLC: FTCS position timeline

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

Waverly Advisors, LLC held 15,610 FTCS 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 15,610 shares
    Change vs previous 13F +1,052 shares

    0.01% of the 13F portfolio, value $1,466,091.

    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 14,558 shares
    Change vs previous 13F +713 shares

    0.01% of the 13F portfolio, value $1,350,400.

    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 13,845 shares
    Change vs previous 13F +4,222 shares

    0.01% of the 13F portfolio, value $1,280,823.

    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 9,623 shares
    Change vs previous 13F +4,500 shares

    0.01% of the 13F portfolio, value $901,098.

    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 5,123 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $465,629.

    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 5,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $452,503.

    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).