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Waverly Advisors, LLC: ITW position timeline

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

Waverly Advisors, LLC held 49,290 ITW 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 49,290 shares
    Change vs previous 13F +5,200 shares

    0.08% of the 13F portfolio, value $13,331,508.

    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 44,090 shares
    Change vs previous 13F -3,392 shares

    0.09% of the 13F portfolio, value $11,476,062.

    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 47,482 shares
    Change vs previous 13F +910 shares

    0.09% of the 13F portfolio, value $11,694,817.

    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 46,572 shares
    Change vs previous 13F +3,515 shares

    0.12% of the 13F portfolio, value $12,144,086.

    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 43,057 shares
    Change vs previous 13F -131 shares

    0.12% of the 13F portfolio, value $10,645,818.

    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 43,188 shares
    Change vs previous 13F +28,130 shares

    0.13% of the 13F portfolio, value $10,711,047.

    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 15,058 shares
    Change vs previous 13F +1,781 shares

    0.06% of the 13F portfolio, value $3,818,066.

    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 13,277 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,479,463.

    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).