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Waverly Advisors, LLC: IWD position timeline

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

Waverly Advisors, LLC held 392,600 IWD 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 392,600 shares
    Change vs previous 13F +120,058 shares

    0.55% of the 13F portfolio, value $95,177,964.

    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 272,542 shares
    Change vs previous 13F -8,205 shares

    0.44% of the 13F portfolio, value $58,234,002.

    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 280,747 shares
    Change vs previous 13F +82,819 shares

    0.48% of the 13F portfolio, value $59,052,241.

    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 197,928 shares
    Change vs previous 13F +963 shares

    0.4% of the 13F portfolio, value $40,296,092.

    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 196,965 shares
    Change vs previous 13F +3,468 shares

    0.42% of the 13F portfolio, value $38,256,482.

    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 193,497 shares
    Change vs previous 13F +56,983 shares

    0.44% of the 13F portfolio, value $36,408,310.

    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 136,514 shares
    Change vs previous 13F +19,092 shares

    0.39% of the 13F portfolio, value $25,272,884.

    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 117,422 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $22,286,724.

    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).