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Waverly Advisors, LLC: GDX position timeline

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

Waverly Advisors, LLC held 159,319 GDX 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 159,319 shares
    Change vs previous 13F -13,445 shares

    0.07% of the 13F portfolio, value $12,020,654.

    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 172,764 shares
    Change vs previous 13F -31,296 shares

    0.12% of the 13F portfolio, value $15,854,539.

    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 204,060 shares
    Change vs previous 13F -9,488 shares

    0.14% of the 13F portfolio, value $17,502,197.

    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 213,548 shares
    Change vs previous 13F +1,621 shares

    0.16% of the 13F portfolio, value $16,315,034.

    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 211,927 shares
    Change vs previous 13F -90,983 shares

    0.12% of the 13F portfolio, value $11,032,943.

    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 302,910 shares
    Change vs previous 13F -2,613 shares

    0.17% of the 13F portfolio, value $13,924,766.

    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 305,523 shares
    Change vs previous 13F -6,505 shares

    0.16% of the 13F portfolio, value $10,360,290.

    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 312,028 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,424,972.

    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).