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Waverly Advisors, LLC: HDV position timeline

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

Waverly Advisors, LLC held 791,070 HDV 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 791,070 shares
    Change vs previous 13F +629,612 shares

    0.13% of the 13F portfolio, value $21,683,239.

    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 161,458 shares
    Change vs previous 13F -1,831 shares

    0.16% of the 13F portfolio, value $21,913,080.

    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 163,289 shares
    Change vs previous 13F -6,330 shares

    0.16% of the 13F portfolio, value $19,857,594.

    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 169,619 shares
    Change vs previous 13F -5,893 shares

    0.21% of the 13F portfolio, value $20,769,789.

    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 175,512 shares
    Change vs previous 13F -318 shares

    0.23% of the 13F portfolio, value $20,564,687.

    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 175,830 shares
    Change vs previous 13F -22,487 shares

    0.26% of the 13F portfolio, value $21,296,570.

    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 198,317 shares
    Change vs previous 13F -5,164 shares

    0.34% of the 13F portfolio, value $22,263,070.

    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 203,481 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $23,933,469.

    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).