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Waverly Advisors, LLC: IWV position timeline

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

Waverly Advisors, LLC held 146,205 IWV 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 146,205 shares
    Change vs previous 13F -3,639 shares

    0.36% of the 13F portfolio, value $62,341,854.

    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 149,844 shares
    Change vs previous 13F -2,303 shares

    0.42% of the 13F portfolio, value $55,544,113.

    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 152,147 shares
    Change vs previous 13F -1,255 shares

    0.48% of the 13F portfolio, value $58,858,064.

    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 153,402 shares
    Change vs previous 13F -2,352 shares

    0.58% of the 13F portfolio, value $58,130,259.

    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 155,754 shares
    Change vs previous 13F -436 shares

    0.6% of the 13F portfolio, value $54,669,656.

    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 156,190 shares
    Change vs previous 13F +3,953 shares

    0.61% of the 13F portfolio, value $49,612,211.

    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 152,237 shares
    Change vs previous 13F +9,725 shares

    0.79% of the 13F portfolio, value $50,885,297.

    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 142,512 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $46,562,899.

    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).