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Waverly Advisors, LLC: IEUR position timeline

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

Waverly Advisors, LLC held 63,818 IEUR 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 63,818 shares
    Change vs previous 13F -2,861 shares

    0.03% of the 13F portfolio, value $4,797,228.

    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 66,679 shares
    Change vs previous 13F +30,520 shares

    0.04% of the 13F portfolio, value $4,685,535.

    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 36,159 shares
    Change vs previous 13F +3,928 shares

    0.02% of the 13F portfolio, value $2,566,569.

    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 32,231 shares
    Change vs previous 13F +6,665 shares

    0.02% of the 13F portfolio, value $2,195,601.

    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 25,566 shares
    Change vs previous 13F +16,812 shares

    0.02% of the 13F portfolio, value $1,692,494.

    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 8,754 shares
    Change vs previous 13F -310 shares

    0.01% of the 13F portfolio, value $526,553.

    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 9,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $489,275.

    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).