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Waverly Advisors, LLC: IWO position timeline

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

Waverly Advisors, LLC held 37,077 IWO 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 37,077 shares
    Change vs previous 13F -1,965 shares

    0.08% of the 13F portfolio, value $14,607,003.

    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 39,042 shares
    Change vs previous 13F -1,116 shares

    0.09% of the 13F portfolio, value $12,251,902.

    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 40,158 shares
    Change vs previous 13F +1,971 shares

    0.11% of the 13F portfolio, value $12,971,351.

    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 38,187 shares
    Change vs previous 13F +243 shares

    0.12% of the 13F portfolio, value $12,221,300.

    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 37,944 shares
    Change vs previous 13F -3,655 shares

    0.12% of the 13F portfolio, value $10,846,616.

    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 41,599 shares
    Change vs previous 13F +14,926 shares

    0.13% of the 13F portfolio, value $10,629,896.

    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 26,673 shares
    Change vs previous 13F +14,178 shares

    0.12% of the 13F portfolio, value $7,676,952.

    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 12,495 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,548,580.

    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).