Skip to content
Disclosery

Waverly Advisors, LLC: IWR position timeline

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

Waverly Advisors, LLC held 1,187,415 IWR 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 1,187,415 shares
    Change vs previous 13F +88,462 shares

    0.76% of the 13F portfolio, value $130,995,643.

    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 1,098,953 shares
    Change vs previous 13F +165,524 shares

    0.8% of the 13F portfolio, value $106,851,152.

    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 933,429 shares
    Change vs previous 13F +756,382 shares

    0.73% of the 13F portfolio, value $89,861,226.

    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 177,047 shares
    Change vs previous 13F +4,417 shares

    0.17% of the 13F portfolio, value $17,093,916.

    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 172,630 shares
    Change vs previous 13F +4,219 shares

    0.17% of the 13F portfolio, value $15,876,791.

    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 168,411 shares
    Change vs previous 13F +4,070 shares

    0.17% of the 13F portfolio, value $14,326,745.

    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 164,341 shares
    Change vs previous 13F +125,369 shares

    0.22% of the 13F portfolio, value $14,527,776.

    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 38,972 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,435,034.

    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).