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Waverly Advisors, LLC: IDV position timeline

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

Waverly Advisors, LLC held 63,089 IDV 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 63,089 shares
    Change vs previous 13F -5,330 shares

    0.02% of the 13F portfolio, value $2,613,793.

    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 68,419 shares
    Change vs previous 13F -708 shares

    0.02% of the 13F portfolio, value $2,911,910.

    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 69,127 shares
    Change vs previous 13F -1,576 shares

    0.02% of the 13F portfolio, value $2,727,072.

    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 70,703 shares
    Change vs previous 13F -697 shares

    0.03% of the 13F portfolio, value $2,584,184.

    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 71,400 shares
    Change vs previous 13F -1,466 shares

    0.03% of the 13F portfolio, value $2,463,999.

    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 72,866 shares
    Change vs previous 13F -1,074 shares

    0.03% of the 13F portfolio, value $2,260,295.

    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 73,940 shares
    Change vs previous 13F -5,074 shares

    0.03% of the 13F portfolio, value $2,024,466.

    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 79,014 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,388,604.

    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).