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Waverly Advisors, LLC: HD position timeline

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

Waverly Advisors, LLC held 144,880 HD 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 144,880 shares
    Change vs previous 13F -11,197 shares

    0.3% of the 13F portfolio, value $51,096,283.

    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 156,077 shares
    Change vs previous 13F +17,925 shares

    0.39% of the 13F portfolio, value $51,331,976.

    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 138,152 shares
    Change vs previous 13F +27,609 shares

    0.39% of the 13F portfolio, value $47,538,058.

    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 110,543 shares
    Change vs previous 13F +33,266 shares

    0.45% of the 13F portfolio, value $44,790,951.

    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 77,277 shares
    Change vs previous 13F +929 shares

    0.31% of the 13F portfolio, value $28,332,832.

    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 76,348 shares
    Change vs previous 13F +7,353 shares

    0.34% of the 13F portfolio, value $27,980,853.

    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 68,995 shares
    Change vs previous 13F +13,038 shares

    0.42% of the 13F portfolio, value $26,838,512.

    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 55,957 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $22,673,688.

    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).