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Waverly Advisors, LLC: FXH position timeline

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

Waverly Advisors, LLC held 30,159 FXH 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 30,159 shares
    Change vs previous 13F +1,323 shares

    0.02% of the 13F portfolio, value $3,691,511.

    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 28,836 shares
    Change vs previous 13F -115 shares

    0.02% of the 13F portfolio, value $3,165,306.

    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 28,951 shares
    Change vs previous 13F +2,258 shares

    0.03% of the 13F portfolio, value $3,295,255.

    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 26,693 shares
    Change vs previous 13F -1,505 shares

    0.03% of the 13F portfolio, value $2,927,393.

    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 28,198 shares
    Change vs previous 13F -79 shares

    0.03% of the 13F portfolio, value $2,923,578.

    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 28,277 shares
    Change vs previous 13F -49 shares

    0.04% of the 13F portfolio, value $2,929,526.

    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 28,326 shares
    Change vs previous 13F +1,075 shares

    0.05% of the 13F portfolio, value $2,949,572.

    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 27,251 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,048,319.

    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).