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Waverly Advisors, LLC: HST position timeline

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

Waverly Advisors, LLC held 30,626 HST 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 30,626 shares
    Change vs previous 13F +4,954 shares

    <0.01% of the 13F portfolio, value $726,143.

    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 25,672 shares
    Change vs previous 13F +4,936 shares

    <0.01% of the 13F portfolio, value $491,876.

    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 20,736 shares
    Change vs previous 13F -370 shares

    <0.01% of the 13F portfolio, value $367,649.

    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 21,106 shares
    Change vs previous 13F +7,373 shares

    <0.01% of the 13F portfolio, value $359,224.

    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 13,733 shares
    Change vs previous 13F +1,552 shares

    <0.01% of the 13F portfolio, value $210,939.

    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 12,181 shares
    Change vs previous 13F +798 shares

    <0.01% of the 13F portfolio, value $173,086.

    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 11,383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $199,422.

    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).