Skip to content
Disclosery

Waverly Advisors, LLC: HELO position timeline

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

Waverly Advisors, LLC held 159,599 HELO 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 159,599 shares
    Change vs previous 13F +1,095 shares

    0.06% of the 13F portfolio, value $10,785,700.

    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 158,504 shares
    Change vs previous 13F +70 shares

    0.08% of the 13F portfolio, value $10,129,991.

    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 158,434 shares
    Change vs previous 13F +4,475 shares

    0.09% of the 13F portfolio, value $10,524,771.

    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 153,959 shares
    Change vs previous 13F +13,257 shares

    0.1% of the 13F portfolio, value $10,007,335.

    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 140,702 shares
    Change vs previous 13F -9,627 shares

    0.1% of the 13F portfolio, value $8,805,131.

    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 150,329 shares
    Change vs previous 13F +2,695 shares

    0.11% of the 13F portfolio, value $8,971,635.

    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 147,634 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,159,213.

    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).