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Waverly Advisors, LLC: IJH position timeline

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

Waverly Advisors, LLC held 1,027,514 IJH 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 1,027,514 shares
    Change vs previous 13F +157,503 shares

    0.46% of the 13F portfolio, value $79,231,581.

    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 870,011 shares
    Change vs previous 13F -12,117 shares

    0.44% of the 13F portfolio, value $58,751,818.

    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 882,128 shares
    Change vs previous 13F -19,230 shares

    0.47% of the 13F portfolio, value $58,220,409.

    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 901,358 shares
    Change vs previous 13F +6,464 shares

    0.59% of the 13F portfolio, value $58,822,653.

    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 894,894 shares
    Change vs previous 13F -7,668 shares

    0.61% of the 13F portfolio, value $55,501,342.

    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 902,562 shares
    Change vs previous 13F +133,609 shares

    0.64% of the 13F portfolio, value $52,664,489.

    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 768,953 shares
    Change vs previous 13F +95,433 shares

    0.74% of the 13F portfolio, value $47,913,450.

    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 673,520 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $41,973,760.

    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).