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Waverly Advisors, LLC: GM position timeline

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

Waverly Advisors, LLC held 43,430 GM 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 43,430 shares
    Change vs previous 13F +3,155 shares

    0.02% of the 13F portfolio, value $3,347,616.

    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 40,275 shares
    Change vs previous 13F +9,469 shares

    0.02% of the 13F portfolio, value $3,000,485.

    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 30,806 shares
    Change vs previous 13F +2,328 shares

    0.02% of the 13F portfolio, value $2,505,106.

    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 28,478 shares
    Change vs previous 13F +4,729 shares

    0.02% of the 13F portfolio, value $1,736,323.

    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 23,749 shares
    Change vs previous 13F +3,455 shares

    0.01% of the 13F portfolio, value $1,168,701.

    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 20,294 shares
    Change vs previous 13F -872 shares

    0.01% of the 13F portfolio, value $954,440.

    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 21,166 shares
    Change vs previous 13F +8,851 shares

    0.02% of the 13F portfolio, value $1,127,487.

    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 12,315 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $552,215.

    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).