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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

  1. period ended2026-06-30
    13F 167,312 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,543 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,624 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,077 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,620 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,725 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,680 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,023 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).