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Waverly Advisors, LLC: JPST position timeline

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

Waverly Advisors, LLC held 2,360,792 JPST 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 2,360,792 shares
    Change vs previous 13F +603,601 shares

    0.69% of the 13F portfolio, value $119,385,245.

    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 1,757,191 shares
    Change vs previous 13F +619,736 shares

    0.67% of the 13F portfolio, value $88,931,441.

    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 1,137,455 shares
    Change vs previous 13F +525,134 shares

    0.47% of the 13F portfolio, value $57,543,877.

    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 612,321 shares
    Change vs previous 13F +118,061 shares

    0.31% of the 13F portfolio, value $31,063,035.

    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 494,260 shares
    Change vs previous 13F +104,473 shares

    0.27% of the 13F portfolio, value $25,049,083.

    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 389,787 shares
    Change vs previous 13F +1,522 shares

    0.24% of the 13F portfolio, value $19,734,922.

    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 388,265 shares
    Change vs previous 13F +59,650 shares

    0.3% of the 13F portfolio, value $19,556,891.

    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 328,615 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $16,673,937.

    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).