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Waverly Advisors, LLC: IJS position timeline

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

Waverly Advisors, LLC held 123,583 IJS 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 123,583 shares
    Change vs previous 13F -4,541 shares

    0.1% of the 13F portfolio, value $16,891,286.

    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 128,124 shares
    Change vs previous 13F +2,473 shares

    0.11% of the 13F portfolio, value $15,176,335.

    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 125,651 shares
    Change vs previous 13F -5,185 shares

    0.12% of the 13F portfolio, value $14,289,120.

    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 130,836 shares
    Change vs previous 13F -9,080 shares

    0.14% of the 13F portfolio, value $14,469,109.

    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 139,916 shares
    Change vs previous 13F -14,638 shares

    0.15% of the 13F portfolio, value $13,920,200.

    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 154,554 shares
    Change vs previous 13F -5,666 shares

    0.18% of the 13F portfolio, value $15,065,892.

    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 160,220 shares
    Change vs previous 13F -4,247 shares

    0.27% of the 13F portfolio, value $17,401,502.

    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 164,467 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $17,706,525.

    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).