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Disclosery

Waverly Advisors, LLC: J position timeline

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

Waverly Advisors, LLC held 5,309 J 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 5,309 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $668,904.

    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 5,192 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $660,808.

    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 5,024 shares
    Change vs previous 13F +1,186 shares

    0.01% of the 13F portfolio, value $665,448.

    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 3,838 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $575,202.

    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 3,565 shares
    Change vs previous 13F +1,101 shares

    0.01% of the 13F portfolio, value $468,654.

    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 2,464 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $297,905.

    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 2,027 shares
    Change vs previous 13F +248 shares

    <0.01% of the 13F portfolio, value $270,883.

    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 1,779 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $232,871.

    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).