Skip to content
Disclosery

Waverly Advisors, LLC: IFN position timeline

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

Waverly Advisors, LLC held 16,058 IFN 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 16,058 shares
    Change vs previous 13F +1,112 shares

    <0.01% of the 13F portfolio, value $188,676.

    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 14,946 shares
    Change vs previous 13F +3,268 shares

    <0.01% of the 13F portfolio, value $169,193.

    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 11,678 shares
    Change vs previous 13F -1,116 shares

    <0.01% of the 13F portfolio, value $160,102.

    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 12,794 shares
    Change vs previous 13F +612 shares

    <0.01% of the 13F portfolio, value $187,429.

    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 12,182 shares
    Change vs previous 13F -583 shares

    <0.01% of the 13F portfolio, value $201,370.

    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 12,765 shares
    Change vs previous 13F +1,012 shares

    <0.01% of the 13F portfolio, value $201,298.

    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 11,753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,109.

    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).