Skip to content
Disclosery

Waverly Advisors, LLC: FV position timeline

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

Waverly Advisors, LLC held 71,606 FV 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 71,606 shares
    Change vs previous 13F -753 shares

    0.03% of the 13F portfolio, value $5,433,486.

    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 72,359 shares
    Change vs previous 13F -8 shares

    0.03% of the 13F portfolio, value $4,373,191.

    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 72,367 shares
    Change vs previous 13F +67,082 shares

    0.04% of the 13F portfolio, value $4,553,318.

    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 5,285 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $327,247.

    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 5,285 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $313,189.

    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 5,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $289,935.

    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).