Skip to content
Disclosery

Waverly Advisors, LLC: IEFA position timeline

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

Waverly Advisors, LLC held 444,851 IEFA 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 444,851 shares
    Change vs previous 13F +128,445 shares

    0.25% of the 13F portfolio, value $42,963,681.

    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 316,406 shares
    Change vs previous 13F +23,959 shares

    0.21% of the 13F portfolio, value $28,644,277.

    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 292,447 shares
    Change vs previous 13F +28,673 shares

    0.21% of the 13F portfolio, value $26,162,308.

    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 263,774 shares
    Change vs previous 13F +13,650 shares

    0.23% of the 13F portfolio, value $23,030,109.

    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 250,124 shares
    Change vs previous 13F +64,851 shares

    0.23% of the 13F portfolio, value $20,880,375.

    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 185,273 shares
    Change vs previous 13F +19,474 shares

    0.17% of the 13F portfolio, value $14,015,908.

    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 165,799 shares
    Change vs previous 13F +43,755 shares

    0.18% of the 13F portfolio, value $11,652,321.

    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 122,044 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,525,516.

    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).