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Waverly Advisors, LLC: IUSB position timeline

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

Waverly Advisors, LLC held 80,565 IUSB 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 80,565 shares
    Change vs previous 13F -1,394 shares

    0.02% of the 13F portfolio, value $3,718,065.

    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 81,959 shares
    Change vs previous 13F +7,104 shares

    0.03% of the 13F portfolio, value $3,785,675.

    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 74,855 shares
    Change vs previous 13F -2,372 shares

    0.03% of the 13F portfolio, value $3,483,761.

    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 77,227 shares
    Change vs previous 13F -207,573 shares

    0.04% of the 13F portfolio, value $3,607,286.

    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 284,800 shares
    Change vs previous 13F -1,921 shares

    0.14% of the 13F portfolio, value $13,166,320.

    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 286,721 shares
    Change vs previous 13F +3,856 shares

    0.16% of the 13F portfolio, value $13,212,097.

    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 282,865 shares
    Change vs previous 13F +275,533 shares

    0.2% of the 13F portfolio, value $12,785,480.

    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 7,332 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $345,488.

    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).