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Waverly Advisors, LLC: FVD position timeline

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

Waverly Advisors, LLC held 41,057 FVD 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 41,057 shares
    Change vs previous 13F -19,573 shares

    0.01% of the 13F portfolio, value $1,978,103.

    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 60,630 shares
    Change vs previous 13F +777 shares

    0.02% of the 13F portfolio, value $2,851,417.

    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 59,853 shares
    Change vs previous 13F -1,478 shares

    0.02% of the 13F portfolio, value $2,758,031.

    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 61,331 shares
    Change vs previous 13F -2,647 shares

    0.03% of the 13F portfolio, value $2,835,960.

    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 63,978 shares
    Change vs previous 13F -4,196 shares

    0.03% of the 13F portfolio, value $2,859,807.

    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 68,174 shares
    Change vs previous 13F +1,617 shares

    0.04% of the 13F portfolio, value $3,039,899.

    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 66,557 shares
    Change vs previous 13F -5,423 shares

    0.04% of the 13F portfolio, value $2,904,534.

    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 71,980 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,274,385.

    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).