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Waverly Advisors, LLC: ILCV position timeline

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

Waverly Advisors, LLC held 10,912 ILCV 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 10,912 shares
    Change vs previous 13F -148 shares

    0.01% of the 13F portfolio, value $1,104,707.

    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 11,060 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,030,106.

    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 11,060 shares
    Change vs previous 13F -109 shares

    0.01% of the 13F portfolio, value $1,043,599.

    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 11,169 shares
    Change vs previous 13F -635 shares

    0.01% of the 13F portfolio, value $1,005,412.

    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 11,804 shares
    Change vs previous 13F -273 shares

    0.01% of the 13F portfolio, value $984,316.

    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 12,077 shares
    Change vs previous 13F -457 shares

    0.01% of the 13F portfolio, value $983,652.

    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 12,534 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $1,014,984.

    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 12,571 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,033,317.

    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).