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Waverly Advisors, LLC: GGM position timeline

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

Waverly Advisors, LLC held 623,655 GGM 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 623,655 shares
    Change vs previous 13F +30,943 shares

    0.11% of the 13F portfolio, value $18,813,600.

    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 592,712 shares
    Change vs previous 13F +53,264 shares

    0.13% of the 13F portfolio, value $16,674,636.

    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 539,448 shares
    Change vs previous 13F -31,609 shares

    0.12% of the 13F portfolio, value $14,693,224.

    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 571,057 shares
    Change vs previous 13F -115,549 shares

    0.15% of the 13F portfolio, value $15,442,189.

    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 686,606 shares
    Change vs previous 13F -21,927 shares

    0.2% of the 13F portfolio, value $18,001,170.

    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 708,533 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $18,309,493.

    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).