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Waverly Advisors, LLC: IWM position timeline

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

Waverly Advisors, LLC held 302,033 IWM 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 302,033 shares
    Change vs previous 13F -18,053 shares

    0.53% of the 13F portfolio, value $90,746,029.

    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 320,086 shares
    Change vs previous 13F +40,326 shares

    0.6% of the 13F portfolio, value $79,381,325.

    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 279,760 shares
    Change vs previous 13F +93,665 shares

    0.56% of the 13F portfolio, value $68,865,711.

    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 186,095 shares
    Change vs previous 13F +4,607 shares

    0.45% of the 13F portfolio, value $45,027,486.

    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 181,488 shares
    Change vs previous 13F +9,551 shares

    0.43% of the 13F portfolio, value $39,163,403.

    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 171,937 shares
    Change vs previous 13F +5,509 shares

    0.42% of the 13F portfolio, value $34,299,741.

    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 166,428 shares
    Change vs previous 13F +45,544 shares

    0.57% of the 13F portfolio, value $36,773,865.

    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 120,884 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $26,701,991.

    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).