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Waverly Advisors, LLC: HIG position timeline

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

Waverly Advisors, LLC held 2,554 HIG 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 2,554 shares
    Change vs previous 13F -783 shares

    <0.01% of the 13F portfolio, value $338,495.

    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 3,337 shares
    Change vs previous 13F +1,371 shares

    <0.01% of the 13F portfolio, value $451,276.

    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 1,966 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $270,915.

    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 1,596 shares
    Change vs previous 13F -230 shares

    <0.01% of the 13F portfolio, value $212,890.

    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 1,826 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $231,664.

    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 1,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $200,071.

    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).