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Waverly Advisors, LLC: HYG position timeline

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

Waverly Advisors, LLC held 37,021 HYG 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 37,021 shares
    Change vs previous 13F -1,022 shares

    0.02% of the 13F portfolio, value $2,960,531.

    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 38,043 shares
    Change vs previous 13F -2,136 shares

    0.02% of the 13F portfolio, value $3,026,740.

    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 40,179 shares
    Change vs previous 13F -1,287 shares

    0.03% of the 13F portfolio, value $3,239,629.

    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 41,466 shares
    Change vs previous 13F -1,561 shares

    0.03% of the 13F portfolio, value $3,366,625.

    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 43,027 shares
    Change vs previous 13F -5,321 shares

    0.04% of the 13F portfolio, value $3,470,107.

    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 48,348 shares
    Change vs previous 13F -643 shares

    0.05% of the 13F portfolio, value $3,814,159.

    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 48,991 shares
    Change vs previous 13F -3,388 shares

    0.06% of the 13F portfolio, value $3,853,117.

    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 52,379 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,206,026.

    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).