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Waverly Advisors, LLC: IWS position timeline

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

Waverly Advisors, LLC held 107,050 IWS 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 107,050 shares
    Change vs previous 13F -1,007 shares

    0.1% of the 13F portfolio, value $17,620,472.

    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 108,057 shares
    Change vs previous 13F +460 shares

    0.12% of the 13F portfolio, value $15,748,284.

    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 107,597 shares
    Change vs previous 13F +1,717 shares

    0.12% of the 13F portfolio, value $15,176,555.

    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 105,880 shares
    Change vs previous 13F -1,556 shares

    0.15% of the 13F portfolio, value $14,788,308.

    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 107,436 shares
    Change vs previous 13F -2,068 shares

    0.16% of the 13F portfolio, value $14,196,624.

    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 109,504 shares
    Change vs previous 13F -1,127 shares

    0.17% of the 13F portfolio, value $13,794,207.

    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 110,631 shares
    Change vs previous 13F +5,098 shares

    0.22% of the 13F portfolio, value $14,308,979.

    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 105,533 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $13,956,679.

    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).