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Waverly Advisors, LLC: IXUS position timeline

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

Waverly Advisors, LLC held 518,215 IXUS 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 518,215 shares
    Change vs previous 13F +149,585 shares

    0.29% of the 13F portfolio, value $49,458,438.

    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 368,630 shares
    Change vs previous 13F +260,191 shares

    0.24% of the 13F portfolio, value $31,938,090.

    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 108,439 shares
    Change vs previous 13F +5,788 shares

    0.07% of the 13F portfolio, value $9,178,264.

    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 102,651 shares
    Change vs previous 13F +4,086 shares

    0.08% of the 13F portfolio, value $8,476,926.

    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 98,565 shares
    Change vs previous 13F +4,661 shares

    0.08% of the 13F portfolio, value $7,620,085.

    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 93,904 shares
    Change vs previous 13F -759 shares

    0.08% of the 13F portfolio, value $6,555,412.

    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 94,663 shares
    Change vs previous 13F +25,148 shares

    0.1% of the 13F portfolio, value $6,261,005.

    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 69,515 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,048,893.

    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).