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Waverly Advisors, LLC: IBB position timeline

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

Waverly Advisors, LLC held 52,515 IBB 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 52,515 shares
    Change vs previous 13F +29,544 shares

    0.06% of the 13F portfolio, value $9,987,833.

    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 22,971 shares
    Change vs previous 13F -215 shares

    0.03% of the 13F portfolio, value $3,878,637.

    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 23,186 shares
    Change vs previous 13F +6,414 shares

    0.03% of the 13F portfolio, value $3,913,055.

    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 16,772 shares
    Change vs previous 13F +432 shares

    0.02% of the 13F portfolio, value $2,421,361.

    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 16,340 shares
    Change vs previous 13F -5,742 shares

    0.02% of the 13F portfolio, value $2,067,232.

    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 22,082 shares
    Change vs previous 13F +62 shares

    0.03% of the 13F portfolio, value $2,824,277.

    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 22,020 shares
    Change vs previous 13F -164 shares

    0.05% of the 13F portfolio, value $2,911,224.

    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 22,184 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,230,055.

    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).