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Waverly Advisors, LLC: IHI position timeline

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

Waverly Advisors, LLC held 39,617 IHI 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 39,617 shares
    Change vs previous 13F +12,347 shares

    0.01% of the 13F portfolio, value $1,957,457.

    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 27,270 shares
    Change vs previous 13F +172 shares

    0.01% of the 13F portfolio, value $1,454,857.

    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 27,098 shares
    Change vs previous 13F -1,835 shares

    0.01% of the 13F portfolio, value $1,684,118.

    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 28,933 shares
    Change vs previous 13F +2,367 shares

    0.02% of the 13F portfolio, value $1,738,322.

    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 26,566 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $1,664,097.

    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 26,550 shares
    Change vs previous 13F -223 shares

    0.02% of the 13F portfolio, value $1,598,030.

    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 26,773 shares
    Change vs previous 13F +685 shares

    0.02% of the 13F portfolio, value $1,562,210.

    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 26,088 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,544,905.

    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).