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Waverly Advisors, LLC: IWB position timeline

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

Waverly Advisors, LLC held 314,703 IWB 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 314,703 shares
    Change vs previous 13F -4,320 shares

    0.75% of the 13F portfolio, value $128,870,677.

    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 319,023 shares
    Change vs previous 13F -7,546 shares

    0.85% of the 13F portfolio, value $113,750,739.

    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 326,569 shares
    Change vs previous 13F -1,504 shares

    0.99% of the 13F portfolio, value $121,953,656.

    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 328,073 shares
    Change vs previous 13F -3,379 shares

    1.2% of the 13F portfolio, value $119,904,020.

    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 331,452 shares
    Change vs previous 13F -499 shares

    1.24% of the 13F portfolio, value $112,551,319.

    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 331,951 shares
    Change vs previous 13F -2,548 shares

    1.24% of the 13F portfolio, value $101,822,501.

    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 334,499 shares
    Change vs previous 13F -1,866 shares

    1.67% of the 13F portfolio, value $107,762,186.

    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 336,365 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $105,749,827.

    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).