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Waverly Advisors, LLC: ITM position timeline

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

Waverly Advisors, LLC held 40,061 ITM 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 40,061 shares
    Change vs previous 13F -627 shares

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

    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 40,688 shares
    Change vs previous 13F -5,078 shares

    0.01% of the 13F portfolio, value $1,889,144.

    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 45,766 shares
    Change vs previous 13F +1,400 shares

    0.02% of the 13F portfolio, value $2,158,325.

    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 44,366 shares
    Change vs previous 13F -308 shares

    0.02% of the 13F portfolio, value $2,067,456.

    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 44,674 shares
    Change vs previous 13F +15,481 shares

    0.02% of the 13F portfolio, value $2,031,327.

    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 29,193 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $1,328,573.

    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 29,593 shares
    Change vs previous 13F -850 shares

    0.02% of the 13F portfolio, value $1,364,237.

    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 30,443 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,429,299.

    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).