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Waverly Advisors, LLC: JEPQ position timeline

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

Waverly Advisors, LLC held 360,324 JEPQ 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 360,324 shares
    Change vs previous 13F -62,821 shares

    0.13% of the 13F portfolio, value $22,145,540.

    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 423,145 shares
    Change vs previous 13F +133,909 shares

    0.18% of the 13F portfolio, value $23,493,022.

    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 289,236 shares
    Change vs previous 13F +26,009 shares

    0.14% of the 13F portfolio, value $16,810,409.

    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 263,227 shares
    Change vs previous 13F +16,257 shares

    0.15% of the 13F portfolio, value $15,140,820.

    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 246,970 shares
    Change vs previous 13F +10,102 shares

    0.15% of the 13F portfolio, value $13,435,185.

    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 236,868 shares
    Change vs previous 13F +45,409 shares

    0.15% of the 13F portfolio, value $12,265,006.

    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 191,459 shares
    Change vs previous 13F +1,546 shares

    0.17% of the 13F portfolio, value $10,794,465.

    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 189,913 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $10,431,939.

    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).