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Waverly Advisors, LLC: IWF position timeline

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

Waverly Advisors, LLC held 1,393,291 IWF 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 1,393,291 shares
    Change vs previous 13F +1,189,910 shares

    1% of the 13F portfolio, value $173,004,931.

    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 203,381 shares
    Change vs previous 13F +2,818 shares

    0.65% of the 13F portfolio, value $86,721,575.

    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 200,563 shares
    Change vs previous 13F +46,731 shares

    0.77% of the 13F portfolio, value $94,926,092.

    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 153,832 shares
    Change vs previous 13F -1,692 shares

    0.72% of the 13F portfolio, value $72,056,548.

    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 155,524 shares
    Change vs previous 13F -187 shares

    0.72% of the 13F portfolio, value $66,032,367.

    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 155,711 shares
    Change vs previous 13F -5,909 shares

    0.69% of the 13F portfolio, value $56,225,661.

    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 161,620 shares
    Change vs previous 13F +8,014 shares

    1% of the 13F portfolio, value $64,903,418.

    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 153,606 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $57,660,665.

    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).