Skip to content
Disclosery

Waverly Advisors, LLC: GS position timeline

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

Waverly Advisors, LLC held 50,896 GS 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 50,896 shares
    Change vs previous 13F +28,086 shares

    0.3% of the 13F portfolio, value $51,474,832.

    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 22,810 shares
    Change vs previous 13F +1,124 shares

    0.14% of the 13F portfolio, value $19,297,378.

    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 21,686 shares
    Change vs previous 13F +8,819 shares

    0.15% of the 13F portfolio, value $19,061,776.

    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 12,867 shares
    Change vs previous 13F +323 shares

    0.1% of the 13F portfolio, value $10,246,301.

    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 12,544 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $8,878,260.

    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 12,545 shares
    Change vs previous 13F -21 shares

    0.08% of the 13F portfolio, value $6,853,119.

    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 12,566 shares
    Change vs previous 13F +5,188 shares

    0.11% of the 13F portfolio, value $7,195,555.

    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 7,378 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,652,915.

    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).