Skip to content
Disclosery

Waverly Advisors, LLC: HLN position timeline

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

Waverly Advisors, LLC held 58,722 HLN 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 58,722 shares
    Change vs previous 13F +3,237 shares

    <0.01% of the 13F portfolio, value $547,881.

    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 55,485 shares
    Change vs previous 13F -5,867 shares

    <0.01% of the 13F portfolio, value $555,404.

    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 61,352 shares
    Change vs previous 13F +28,530 shares

    0.01% of the 13F portfolio, value $620,268.

    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 32,822 shares
    Change vs previous 13F +1,407 shares

    <0.01% of the 13F portfolio, value $294,414.

    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 31,415 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $325,775.

    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 31,560 shares
    Change vs previous 13F +279 shares

    <0.01% of the 13F portfolio, value $324,754.

    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 31,281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $298,421.

    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).