Waverly Advisors, LLC: JMUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on JMUB, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 167,312 JMUB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 167,312 sharesChange vs previous 13F +102,769 shares
0.05% of the 13F portfolio, value $8,475,207.
13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 64,543 sharesChange vs previous 13F +7,919 shares
0.02% of the 13F portfolio, value $3,226,482.
13F-HR 0001398344-26-009223 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,624 sharesChange vs previous 13F +11,547 shares
0.02% of the 13F portfolio, value $2,859,507.
13F-HR 0001398344-26-003224 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,077 sharesChange vs previous 13F +6,457 shares
0.02% of the 13F portfolio, value $2,275,055.
13F-HR 0001398344-25-020944 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,620 sharesChange vs previous 13F +895 shares
0.02% of the 13F portfolio, value $1,917,121.
13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,725 sharesChange vs previous 13F +45 shares
0.02% of the 13F portfolio, value $1,886,232.
13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 37,680 sharesChange vs previous 13F +6,657 shares
0.03% of the 13F portfolio, value $1,889,650.
13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,023 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,590,559.
13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).