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Waverly Advisors, LLC: JAAA position timeline

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

Waverly Advisors, LLC held 2,495,518 JAAA 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 2,495,518 shares
    Change vs previous 13F +2,258,028 shares

    0.73% of the 13F portfolio, value $125,998,727.

    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 237,490 shares
    Change vs previous 13F +16,917 shares

    0.09% of the 13F portfolio, value $11,962,394.

    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 220,573 shares
    Change vs previous 13F +5,505 shares

    0.09% of the 13F portfolio, value $11,156,568.

    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 215,068 shares
    Change vs previous 13F +120,559 shares

    0.11% of the 13F portfolio, value $10,921,149.

    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 94,509 shares
    Change vs previous 13F -78,979 shares

    0.05% of the 13F portfolio, value $4,796,354.

    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 173,488 shares
    Change vs previous 13F +88,716 shares

    0.11% of the 13F portfolio, value $8,797,596.

    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 84,772 shares
    Change vs previous 13F +11,841 shares

    0.07% of the 13F portfolio, value $4,298,773.

    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 72,931 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,710,717.

    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).