Skip to content
Disclosery

Waverly Advisors, LLC: IVOG position timeline

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

Waverly Advisors, LLC held 5,053 IVOG 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 5,053 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $739,254.

    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 4,951 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $619,024.

    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 4,927 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $592,228.

    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 4,622 shares
    Change vs previous 13F +1,103 shares

    0.01% of the 13F portfolio, value $552,227.

    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 3,519 shares
    Change vs previous 13F +196 shares

    <0.01% of the 13F portfolio, value $397,753.

    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 3,323 shares
    Change vs previous 13F +1,133 shares

    <0.01% of the 13F portfolio, value $342,834.

    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 2,190 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,791.

    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).