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Waverly Advisors, LLC: IRM position timeline

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

Waverly Advisors, LLC held 37,733 IRM 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 37,733 shares
    Change vs previous 13F +1,715 shares

    0.03% of the 13F portfolio, value $4,766,102.

    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 36,018 shares
    Change vs previous 13F +1,596 shares

    0.03% of the 13F portfolio, value $3,678,905.

    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 34,422 shares
    Change vs previous 13F +433 shares

    0.02% of the 13F portfolio, value $2,855,303.

    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 33,989 shares
    Change vs previous 13F +3,525 shares

    0.03% of the 13F portfolio, value $3,464,873.

    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 30,464 shares
    Change vs previous 13F -694 shares

    0.03% of the 13F portfolio, value $3,124,706.

    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 31,158 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $2,680,853.

    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 31,192 shares
    Change vs previous 13F -877 shares

    0.05% of the 13F portfolio, value $3,278,628.

    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 32,069 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,810,816.

    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).