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Waverly Advisors, LLC: ING position timeline

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

Waverly Advisors, LLC held 49,158 ING 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 49,158 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $1,542,578.

    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 49,315 shares
    Change vs previous 13F -5,086 shares

    0.01% of the 13F portfolio, value $1,284,656.

    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 54,401 shares
    Change vs previous 13F +33,844 shares

    0.01% of the 13F portfolio, value $1,523,228.

    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 20,557 shares
    Change vs previous 13F -1,767 shares

    0.01% of the 13F portfolio, value $536,127.

    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 22,324 shares
    Change vs previous 13F -138 shares

    0.01% of the 13F portfolio, value $488,226.

    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 22,462 shares
    Change vs previous 13F -2,910 shares

    0.01% of the 13F portfolio, value $440,031.

    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 25,372 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $397,579.

    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).