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Waverly Advisors, LLC: HASI position timeline

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

Waverly Advisors, LLC held 198,183 HASI 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 198,183 shares
    Change vs previous 13F -5,602 shares

    0.04% of the 13F portfolio, value $7,739,046.

    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 203,785 shares
    Change vs previous 13F -4,691 shares

    0.06% of the 13F portfolio, value $7,489,099.

    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 208,476 shares
    Change vs previous 13F -2,269 shares

    0.05% of the 13F portfolio, value $6,552,401.

    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 210,745 shares
    Change vs previous 13F +7,475 shares

    0.06% of the 13F portfolio, value $6,469,872.

    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 203,270 shares
    Change vs previous 13F +20,818 shares

    0.06% of the 13F portfolio, value $5,459,832.

    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 182,452 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,334,896.

    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).