Skip to content
Disclosery

Waverly Advisors, LLC: IFRA position timeline

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

Waverly Advisors, LLC held 11,591 IFRA 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 11,591 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $730,722.

    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 11,489 shares
    Change vs previous 13F -142 shares

    <0.01% of the 13F portfolio, value $657,163.

    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 11,631 shares
    Change vs previous 13F +498 shares

    <0.01% of the 13F portfolio, value $612,047.

    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 11,133 shares
    Change vs previous 13F -7,834 shares

    0.01% of the 13F portfolio, value $588,043.

    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 18,967 shares
    Change vs previous 13F -15,224 shares

    0.01% of the 13F portfolio, value $932,982.

    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 34,191 shares
    Change vs previous 13F -15,135 shares

    0.02% of the 13F portfolio, value $1,540,994.

    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 49,326 shares
    Change vs previous 13F -78 shares

    0.04% of the 13F portfolio, value $2,283,306.

    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 49,404 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,320,491.

    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).