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Waverly Advisors, LLC: IWX position timeline

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

Waverly Advisors, LLC held 216,815 IWX 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 216,815 shares
    Change vs previous 13F +6,775 shares

    0.13% of the 13F portfolio, value $22,800,317.

    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 210,040 shares
    Change vs previous 13F +4,249 shares

    0.15% of the 13F portfolio, value $19,464,380.

    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 205,791 shares
    Change vs previous 13F -1,861 shares

    0.15% of the 13F portfolio, value $18,903,941.

    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 207,652 shares
    Change vs previous 13F +4,593 shares

    0.18% of the 13F portfolio, value $18,248,445.

    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 203,059 shares
    Change vs previous 13F -1,178 shares

    0.19% of the 13F portfolio, value $17,095,539.

    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 204,237 shares
    Change vs previous 13F +2,555 shares

    0.2% of the 13F portfolio, value $16,784,169.

    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 201,682 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $15,938,916.

    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).