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Waverly Advisors, LLC: IJK position timeline

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

Waverly Advisors, LLC held 144,718 IJK 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 144,718 shares
    Change vs previous 13F -963 shares

    0.1% of the 13F portfolio, value $17,004,388.

    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 145,681 shares
    Change vs previous 13F -1,674 shares

    0.11% of the 13F portfolio, value $14,658,397.

    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 147,355 shares
    Change vs previous 13F +5,197 shares

    0.12% of the 13F portfolio, value $14,275,776.

    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 142,158 shares
    Change vs previous 13F -1,296 shares

    0.14% of the 13F portfolio, value $13,631,550.

    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 143,454 shares
    Change vs previous 13F -1,309 shares

    0.14% of the 13F portfolio, value $13,051,444.

    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 144,763 shares
    Change vs previous 13F +2,608 shares

    0.15% of the 13F portfolio, value $12,055,829.

    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 142,155 shares
    Change vs previous 13F +44,841 shares

    0.2% of the 13F portfolio, value $12,926,148.

    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 97,314 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $8,946,118.

    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).