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Waverly Advisors, LLC: GEV position timeline

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

Waverly Advisors, LLC held 18,651 GEV 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 18,651 shares
    Change vs previous 13F +864 shares

    0.13% of the 13F portfolio, value $21,912,853.

    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 17,787 shares
    Change vs previous 13F +1,321 shares

    0.12% of the 13F portfolio, value $15,526,299.

    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 16,466 shares
    Change vs previous 13F +9,042 shares

    0.09% of the 13F portfolio, value $10,761,946.

    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 7,424 shares
    Change vs previous 13F +1,006 shares

    0.05% of the 13F portfolio, value $4,565,054.

    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 6,418 shares
    Change vs previous 13F +597 shares

    0.04% of the 13F portfolio, value $3,395,904.

    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 5,821 shares
    Change vs previous 13F +962 shares

    0.02% of the 13F portfolio, value $1,777,130.

    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 4,859 shares
    Change vs previous 13F +2,399 shares

    0.02% of the 13F portfolio, value $1,598,271.

    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 2,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $627,251.

    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).