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Waverly Advisors, LLC: IVV position timeline

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

Waverly Advisors, LLC held 1,297,944 IVV 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 1,297,944 shares
    Change vs previous 13F +48,868 shares

    5.64% of the 13F portfolio, value $972,017,602.

    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 1,249,076 shares
    Change vs previous 13F +57,497 shares

    6.12% of the 13F portfolio, value $815,909,118.

    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 1,191,579 shares
    Change vs previous 13F +50,485 shares

    6.61% of the 13F portfolio, value $816,160,781.

    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 1,141,094 shares
    Change vs previous 13F +36,066 shares

    7.62% of the 13F portfolio, value $763,734,363.

    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 1,105,028 shares
    Change vs previous 13F +79,180 shares

    7.53% of the 13F portfolio, value $686,111,620.

    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 1,025,848 shares
    Change vs previous 13F +107,644 shares

    7.03% of the 13F portfolio, value $576,423,933.

    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 918,204 shares
    Change vs previous 13F +51,171 shares

    8.36% of the 13F portfolio, value $540,528,038.

    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 867,033 shares
    Change vs previous 13F not available

    9.24% of the 13F portfolio, value $500,122,067.

    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).