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Waverly Advisors, LLC: IEF position timeline

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

Waverly Advisors, LLC held 158,015 IEF 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 158,015 shares
    Change vs previous 13F +6,213 shares

    0.09% of the 13F portfolio, value $14,943,491.

    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 151,802 shares
    Change vs previous 13F +18,798 shares

    0.11% of the 13F portfolio, value $14,487,955.

    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 133,004 shares
    Change vs previous 13F +6,024 shares

    0.1% of the 13F portfolio, value $12,789,620.

    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 126,980 shares
    Change vs previous 13F +8,722 shares

    0.12% of the 13F portfolio, value $12,248,503.

    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 118,258 shares
    Change vs previous 13F +4,395 shares

    0.12% of the 13F portfolio, value $11,325,586.

    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 113,863 shares
    Change vs previous 13F -144 shares

    0.13% of the 13F portfolio, value $10,859,099.

    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 114,007 shares
    Change vs previous 13F +97,640 shares

    0.16% of the 13F portfolio, value $10,539,954.

    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 16,367 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,605,962.

    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).