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Waverly Advisors, LLC: HEFA position timeline

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

Waverly Advisors, LLC held 1,694,704 HEFA 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 1,694,704 shares
    Change vs previous 13F -232,749 shares

    0.46% of the 13F portfolio, value $79,523,996.

    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 1,927,453 shares
    Change vs previous 13F -563,442 shares

    0.61% of the 13F portfolio, value $81,907,107.

    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 2,490,895 shares
    Change vs previous 13F +95,434 shares

    0.83% of the 13F portfolio, value $103,023,413.

    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 2,395,461 shares
    Change vs previous 13F +213,032 shares

    0.95% of the 13F portfolio, value $94,884,212.

    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 2,182,429 shares
    Change vs previous 13F +230,403 shares

    0.91% of the 13F portfolio, value $82,845,010.

    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 1,952,026 shares
    Change vs previous 13F +1,863,929 shares

    0.86% of the 13F portfolio, value $70,839,030.

    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 88,097 shares
    Change vs previous 13F +24,690 shares

    0.05% of the 13F portfolio, value $3,061,381.

    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 63,407 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,245,867.

    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).