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Waverly Advisors, LLC: IBRX position timeline

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

Waverly Advisors, LLC held 27,255 IBRX 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 27,255 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $238,620.

    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 27,558 shares
    Change vs previous 13F -17,331 shares

    <0.01% of the 13F portfolio, value $211,372.

    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 44,889 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $88,880.

    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 44,898 shares
    Change vs previous 13F +9,890 shares

    <0.01% of the 13F portfolio, value $110,449.

    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 35,008 shares
    Change vs previous 13F +15,084 shares

    <0.01% of the 13F portfolio, value $92,421.

    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 19,924 shares
    Change vs previous 13F +5,162 shares

    <0.01% of the 13F portfolio, value $59,971.

    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 14,762 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,791.

    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).