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Waverly Advisors, LLC: IGSB position timeline

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

Waverly Advisors, LLC held 182,189 IGSB 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 182,189 shares
    Change vs previous 13F -630 shares

    0.06% of the 13F portfolio, value $9,548,528.

    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 182,819 shares
    Change vs previous 13F +2,333 shares

    0.07% of the 13F portfolio, value $9,608,992.

    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 180,486 shares
    Change vs previous 13F -5,113 shares

    0.08% of the 13F portfolio, value $9,544,095.

    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 185,599 shares
    Change vs previous 13F +6,171 shares

    0.1% of the 13F portfolio, value $9,842,304.

    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 179,428 shares
    Change vs previous 13F -7,675 shares

    0.1% of the 13F portfolio, value $9,466,614.

    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 187,103 shares
    Change vs previous 13F +47 shares

    0.12% of the 13F portfolio, value $9,798,585.

    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 187,056 shares
    Change vs previous 13F -10,810 shares

    0.15% of the 13F portfolio, value $9,670,782.

    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 197,866 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,419,643.

    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).