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Waverly Advisors, LLC: IEMG position timeline

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

Waverly Advisors, LLC held 342,946 IEMG 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 342,946 shares
    Change vs previous 13F +7,046 shares

    0.16% of the 13F portfolio, value $28,409,675.

    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 335,900 shares
    Change vs previous 13F +23,860 shares

    0.18% of the 13F portfolio, value $23,429,003.

    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 312,040 shares
    Change vs previous 13F +33,000 shares

    0.17% of the 13F portfolio, value $20,975,344.

    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 279,040 shares
    Change vs previous 13F +56,441 shares

    0.18% of the 13F portfolio, value $18,394,313.

    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 222,599 shares
    Change vs previous 13F -21,797 shares

    0.15% of the 13F portfolio, value $13,362,633.

    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 244,396 shares
    Change vs previous 13F +31,837 shares

    0.16% of the 13F portfolio, value $13,190,061.

    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 212,559 shares
    Change vs previous 13F +130,963 shares

    0.17% of the 13F portfolio, value $11,099,850.

    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 81,596 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,684,421.

    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).