Skip to content
Disclosery

Waverly Advisors, LLC: IWP position timeline

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

Waverly Advisors, LLC held 135,272 IWP 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 135,272 shares
    Change vs previous 13F -38,397 shares

    0.11% of the 13F portfolio, value $19,805,162.

    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 173,669 shares
    Change vs previous 13F -2,396 shares

    0.17% of the 13F portfolio, value $22,250,491.

    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 176,065 shares
    Change vs previous 13F +10,956 shares

    0.2% of the 13F portfolio, value $24,110,297.

    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 165,109 shares
    Change vs previous 13F +9,360 shares

    0.23% of the 13F portfolio, value $23,513,151.

    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 155,749 shares
    Change vs previous 13F +9,711 shares

    0.24% of the 13F portfolio, value $21,599,316.

    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 146,038 shares
    Change vs previous 13F -1,917 shares

    0.21% of the 13F portfolio, value $17,158,052.

    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 147,955 shares
    Change vs previous 13F +67,898 shares

    0.29% of the 13F portfolio, value $18,753,246.

    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 80,057 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,389,851.

    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).