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Waverly Advisors, LLC: JPIE position timeline

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

Waverly Advisors, LLC held 2,667,808 JPIE 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 2,667,808 shares
    Change vs previous 13F +176,274 shares

    0.71% of the 13F portfolio, value $122,852,567.

    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 2,491,534 shares
    Change vs previous 13F +215,345 shares

    0.86% of the 13F portfolio, value $114,784,956.

    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 2,276,189 shares
    Change vs previous 13F +170,111 shares

    0.85% of the 13F portfolio, value $105,364,814.

    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 2,106,078 shares
    Change vs previous 13F +348,776 shares

    0.98% of the 13F portfolio, value $97,743,061.

    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 1,757,302 shares
    Change vs previous 13F +417,593 shares

    0.89% of the 13F portfolio, value $81,398,241.

    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 1,339,709 shares
    Change vs previous 13F +352,281 shares

    0.75% of the 13F portfolio, value $61,720,415.

    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 987,428 shares
    Change vs previous 13F +588,453 shares

    0.7% of the 13F portfolio, value $45,046,445.

    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 398,975 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $18,508,456.

    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).