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Waverly Advisors, LLC: IGIB position timeline

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

Waverly Advisors, LLC held 97,750 IGIB 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 97,750 shares
    Change vs previous 13F -2,459 shares

    0.03% of the 13F portfolio, value $5,197,365.

    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 100,209 shares
    Change vs previous 13F +263 shares

    0.04% of the 13F portfolio, value $5,333,133.

    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 99,946 shares
    Change vs previous 13F +118 shares

    0.04% of the 13F portfolio, value $5,385,089.

    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 99,828 shares
    Change vs previous 13F +5,543 shares

    0.05% of the 13F portfolio, value $5,399,677.

    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 94,285 shares
    Change vs previous 13F +12,515 shares

    0.06% of the 13F portfolio, value $5,024,472.

    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 81,770 shares
    Change vs previous 13F +2,564 shares

    0.05% of the 13F portfolio, value $4,294,575.

    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 79,206 shares
    Change vs previous 13F +8,207 shares

    0.06% of the 13F portfolio, value $4,079,903.

    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 70,999 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,814,057.

    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).