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Disclosery

Waverly Advisors, LLC: ICE position timeline

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

Waverly Advisors, LLC held 19,056 ICE 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 19,056 shares
    Change vs previous 13F -17,236 shares

    0.01% of the 13F portfolio, value $2,345,977.

    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 36,292 shares
    Change vs previous 13F +14,527 shares

    0.04% of the 13F portfolio, value $5,708,026.

    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 21,765 shares
    Change vs previous 13F +11,519 shares

    0.03% of the 13F portfolio, value $3,524,910.

    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 10,246 shares
    Change vs previous 13F -106 shares

    0.02% of the 13F portfolio, value $1,726,238.

    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 10,352 shares
    Change vs previous 13F -633 shares

    0.02% of the 13F portfolio, value $1,899,272.

    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 10,985 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $1,894,928.

    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 10,820 shares
    Change vs previous 13F +8,564 shares

    0.02% of the 13F portfolio, value $1,612,312.

    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 2,256 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $362,377.

    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).