Skip to content
Disclosery

Waverly Advisors, LLC: IJR position timeline

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

Waverly Advisors, LLC held 141,447 IJR 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 141,447 shares
    Change vs previous 13F +34,143 shares

    0.12% of the 13F portfolio, value $20,978,033.

    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 107,304 shares
    Change vs previous 13F -250 shares

    0.1% of the 13F portfolio, value $13,339,002.

    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 107,554 shares
    Change vs previous 13F -797 shares

    0.1% of the 13F portfolio, value $12,925,893.

    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 108,351 shares
    Change vs previous 13F -488 shares

    0.13% of the 13F portfolio, value $12,875,299.

    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 108,839 shares
    Change vs previous 13F -3,051 shares

    0.13% of the 13F portfolio, value $11,894,983.

    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 111,890 shares
    Change vs previous 13F +41,718 shares

    0.14% of the 13F portfolio, value $11,700,381.

    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 70,172 shares
    Change vs previous 13F +32,273 shares

    0.13% of the 13F portfolio, value $8,085,175.

    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 37,899 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,432,625.

    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).