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Waverly Advisors, LLC: ISCF position timeline

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

Waverly Advisors, LLC held 35,340 ISCF 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 35,340 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $1,529,849.

    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 35,101 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,466,882.

    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 35,101 shares
    Change vs previous 13F +228 shares

    0.01% of the 13F portfolio, value $1,456,000.

    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 34,873 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $1,434,152.

    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 34,806 shares
    Change vs previous 13F +236 shares

    0.01% of the 13F portfolio, value $1,349,428.

    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 34,570 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $1,164,332.

    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 34,710 shares
    Change vs previous 13F -1,005 shares

    0.02% of the 13F portfolio, value $1,120,428.

    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 35,715 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,258,963.

    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).