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Waverly Advisors, LLC: IVW position timeline

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

Waverly Advisors, LLC held 196,898 IVW 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 196,898 shares
    Change vs previous 13F -6,126 shares

    0.16% of the 13F portfolio, value $27,079,367.

    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 203,024 shares
    Change vs previous 13F -284,778 shares

    0.17% of the 13F portfolio, value $22,964,085.

    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 487,802 shares
    Change vs previous 13F +25,602 shares

    0.49% of the 13F portfolio, value $60,126,430.

    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 462,200 shares
    Change vs previous 13F +10,755 shares

    0.56% of the 13F portfolio, value $55,796,750.

    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 451,445 shares
    Change vs previous 13F +43,555 shares

    0.55% of the 13F portfolio, value $49,704,102.

    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 407,890 shares
    Change vs previous 13F +39,200 shares

    0.46% of the 13F portfolio, value $37,864,465.

    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 368,690 shares
    Change vs previous 13F +39,772 shares

    0.58% of the 13F portfolio, value $37,433,063.

    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 328,918 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $31,493,869.

    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).