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Waverly Advisors, LLC: JEPI position timeline

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

Waverly Advisors, LLC held 338,122 JEPI 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 338,122 shares
    Change vs previous 13F -206,732 shares

    0.11% of the 13F portfolio, value $19,097,131.

    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 544,854 shares
    Change vs previous 13F +192,355 shares

    0.23% of the 13F portfolio, value $30,882,339.

    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 352,499 shares
    Change vs previous 13F +2,967 shares

    0.16% of the 13F portfolio, value $20,177,054.

    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 349,532 shares
    Change vs previous 13F -29,323 shares

    0.2% of the 13F portfolio, value $19,958,305.

    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 378,855 shares
    Change vs previous 13F +14,747 shares

    0.24% of the 13F portfolio, value $21,537,898.

    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 364,108 shares
    Change vs previous 13F +100,801 shares

    0.25% of the 13F portfolio, value $20,805,140.

    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 263,307 shares
    Change vs previous 13F +14,958 shares

    0.23% of the 13F portfolio, value $15,148,077.

    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 248,349 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $14,779,260.

    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).