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Waverly Advisors, LLC: IVE position timeline

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

Waverly Advisors, LLC held 212,438 IVE 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 212,438 shares
    Change vs previous 13F -5,270 shares

    0.28% of the 13F portfolio, value $48,236,093.

    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 217,708 shares
    Change vs previous 13F +10,493 shares

    0.34% of the 13F portfolio, value $45,968,980.

    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 207,215 shares
    Change vs previous 13F +67,983 shares

    0.36% of the 13F portfolio, value $43,944,156.

    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 139,232 shares
    Change vs previous 13F +10,640 shares

    0.29% of the 13F portfolio, value $28,752,720.

    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 128,592 shares
    Change vs previous 13F +5,938 shares

    0.28% of the 13F portfolio, value $25,129,455.

    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 122,654 shares
    Change vs previous 13F +14,326 shares

    0.29% of the 13F portfolio, value $23,375,322.

    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 108,328 shares
    Change vs previous 13F +16,017 shares

    0.32% of the 13F portfolio, value $20,677,620.

    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 92,311 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $18,200,880.

    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).