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Waverly Advisors, LLC: FTF position timeline

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

Waverly Advisors, LLC held 16,008 FTF 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 16,008 shares
    Change vs previous 13F +2,957 shares

    <0.01% of the 13F portfolio, value $92,684.

    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 13,051 shares
    Change vs previous 13F -7,791 shares

    <0.01% of the 13F portfolio, value $76,086.

    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 20,842 shares
    Change vs previous 13F +247 shares

    <0.01% of the 13F portfolio, value $128,181.

    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 20,595 shares
    Change vs previous 13F -1,440 shares

    <0.01% of the 13F portfolio, value $131,188.

    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 22,035 shares
    Change vs previous 13F -913 shares

    <0.01% of the 13F portfolio, value $141,467.

    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 22,948 shares
    Change vs previous 13F -5,773 shares

    <0.01% of the 13F portfolio, value $148,246.

    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 28,721 shares
    Change vs previous 13F +9,966 shares

    <0.01% of the 13F portfolio, value $190,422.

    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 18,755 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,096.

    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).