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Waverly Advisors, LLC: IWN position timeline

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

Waverly Advisors, LLC held 78,706 IWN 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 78,706 shares
    Change vs previous 13F -1,036 shares

    0.1% of the 13F portfolio, value $17,409,741.

    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 79,742 shares
    Change vs previous 13F -371 shares

    0.11% of the 13F portfolio, value $15,118,260.

    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 80,113 shares
    Change vs previous 13F +1,230 shares

    0.12% of the 13F portfolio, value $14,517,358.

    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 78,883 shares
    Change vs previous 13F -2,238 shares

    0.14% of the 13F portfolio, value $13,947,358.

    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 81,121 shares
    Change vs previous 13F -6,794 shares

    0.14% of the 13F portfolio, value $12,797,695.

    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 87,915 shares
    Change vs previous 13F -3,712 shares

    0.16% of the 13F portfolio, value $13,273,336.

    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 91,627 shares
    Change vs previous 13F +8,089 shares

    0.23% of the 13F portfolio, value $15,042,329.

    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 83,538 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $13,935,824.

    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).