Waverly Advisors, LLC: INTC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on INTC, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 201,768 INTC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 201,768 sharesChange vs previous 13F -23,654 shares
0.16% of the 13F portfolio, value $28,172,912.
13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 225,422 sharesChange vs previous 13F +5,952 shares
0.07% of the 13F portfolio, value $9,947,884.
13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 219,470 sharesChange vs previous 13F +1,757 shares
0.07% of the 13F portfolio, value $8,098,452.
13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 217,713 sharesChange vs previous 13F +19,200 shares
0.07% of the 13F portfolio, value $7,304,269.
13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 198,513 sharesChange vs previous 13F +12,712 shares
0.05% of the 13F portfolio, value $4,446,698.
13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 185,801 sharesChange vs previous 13F +10,401 shares
0.05% of the 13F portfolio, value $4,219,548.
13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 175,400 sharesChange vs previous 13F -21,551 shares
0.05% of the 13F portfolio, value $3,516,760.
13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 196,951 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $4,620,472.
13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).