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Waverly Advisors, LLC: ITOT position timeline

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

Waverly Advisors, LLC held 108,727 ITOT 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 108,727 shares
    Change vs previous 13F +763 shares

    0.1% of the 13F portfolio, value $17,860,514.

    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 107,964 shares
    Change vs previous 13F +3,838 shares

    0.12% of the 13F portfolio, value $15,377,253.

    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 104,126 shares
    Change vs previous 13F +2,959 shares

    0.13% of the 13F portfolio, value $15,482,427.

    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 101,167 shares
    Change vs previous 13F -2,990 shares

    0.15% of the 13F portfolio, value $14,734,983.

    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 104,157 shares
    Change vs previous 13F +8,007 shares

    0.15% of the 13F portfolio, value $14,065,307.

    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 96,150 shares
    Change vs previous 13F -2,758 shares

    0.14% of the 13F portfolio, value $11,731,268.

    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 98,908 shares
    Change vs previous 13F +7,462 shares

    0.2% of the 13F portfolio, value $12,721,570.

    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 91,446 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,487,459.

    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).