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Waverly Advisors, LLC: JMBS position timeline

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

Waverly Advisors, LLC held 80,948 JMBS 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 80,948 shares
    Change vs previous 13F +5,096 shares

    0.02% of the 13F portfolio, value $3,641,869.

    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 75,852 shares
    Change vs previous 13F +3,851 shares

    0.03% of the 13F portfolio, value $3,427,009.

    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 72,001 shares
    Change vs previous 13F +14,779 shares

    0.03% of the 13F portfolio, value $3,289,748.

    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 57,222 shares
    Change vs previous 13F +7,870 shares

    0.03% of the 13F portfolio, value $2,613,306.

    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 49,352 shares
    Change vs previous 13F +603 shares

    0.02% of the 13F portfolio, value $2,223,295.

    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 48,749 shares
    Change vs previous 13F +7,091 shares

    0.03% of the 13F portfolio, value $2,203,447.

    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 41,658 shares
    Change vs previous 13F +4,515 shares

    0.03% of the 13F portfolio, value $1,840,437.

    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 37,143 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,732,729.

    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).