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Disclosery

Waverly Advisors, LLC: GE position timeline

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

Waverly Advisors, LLC held 59,822 GE 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 59,822 shares
    Change vs previous 13F +2,203 shares

    0.13% of the 13F portfolio, value $22,357,406.

    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 57,619 shares
    Change vs previous 13F +1,280 shares

    0.12% of the 13F portfolio, value $16,350,492.

    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 56,339 shares
    Change vs previous 13F +31,337 shares

    0.14% of the 13F portfolio, value $17,353,868.

    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 25,002 shares
    Change vs previous 13F +2,875 shares

    0.08% of the 13F portfolio, value $7,520,962.

    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 22,127 shares
    Change vs previous 13F -829 shares

    0.06% of the 13F portfolio, value $5,695,337.

    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 22,956 shares
    Change vs previous 13F +1,804 shares

    0.06% of the 13F portfolio, value $4,594,571.

    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 21,152 shares
    Change vs previous 13F +11,160 shares

    0.05% of the 13F portfolio, value $3,527,936.

    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 9,992 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,884,269.

    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).