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Waverly Advisors, LLC: IXC position timeline

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

Waverly Advisors, LLC held 34,213 IXC 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 34,213 shares
    Change vs previous 13F -4,874 shares

    0.01% of the 13F portfolio, value $1,680,879.

    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 39,087 shares
    Change vs previous 13F -3,381 shares

    0.02% of the 13F portfolio, value $2,251,790.

    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 42,468 shares
    Change vs previous 13F -1,927 shares

    0.01% of the 13F portfolio, value $1,780,695.

    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 44,395 shares
    Change vs previous 13F -5,286 shares

    0.02% of the 13F portfolio, value $1,853,506.

    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 49,681 shares
    Change vs previous 13F -3,037 shares

    0.02% of the 13F portfolio, value $1,951,985.

    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 52,718 shares
    Change vs previous 13F -3,061 shares

    0.03% of the 13F portfolio, value $2,217,856.

    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 55,779 shares
    Change vs previous 13F -12,056 shares

    0.03% of the 13F portfolio, value $2,129,646.

    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 67,835 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,745,981.

    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).