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Waverly Advisors, LLC: IBIT position timeline

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

Waverly Advisors, LLC held 152,004 IBIT 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 152,004 shares
    Change vs previous 13F +5,735 shares

    0.03% of the 13F portfolio, value $5,060,208.

    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 146,269 shares
    Change vs previous 13F +75,791 shares

    0.04% of the 13F portfolio, value $5,619,645.

    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 70,478 shares
    Change vs previous 13F +28,986 shares

    0.03% of the 13F portfolio, value $3,499,239.

    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 41,492 shares
    Change vs previous 13F +7,270 shares

    0.03% of the 13F portfolio, value $2,696,986.

    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 34,222 shares
    Change vs previous 13F +317 shares

    0.02% of the 13F portfolio, value $2,094,705.

    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 33,905 shares
    Change vs previous 13F +10,047 shares

    0.02% of the 13F portfolio, value $1,587,085.

    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 23,858 shares
    Change vs previous 13F +7,413 shares

    0.02% of the 13F portfolio, value $1,265,649.

    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 16,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $594,158.

    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).