Skip to content

Waverly Advisors, LLC: JSCP position timeline

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

Waverly Advisors, LLC held 133,923 JSCP 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 133,923 shares
    Change vs previous 13F -6,227 shares

    0.04% of the 13F portfolio, value $6,313,797.

    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 140,150 shares
    Change vs previous 13F -2,734 shares

    0.05% of the 13F portfolio, value $6,629,076.

    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 142,884 shares
    Change vs previous 13F +1,169 shares

    0.06% of the 13F portfolio, value $6,795,145.

    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 141,715 shares
    Change vs previous 13F +117 shares

    0.07% of the 13F portfolio, value $6,747,031.

    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 141,598 shares
    Change vs previous 13F -3,074 shares

    0.07% of the 13F portfolio, value $6,717,394.

    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 144,672 shares
    Change vs previous 13F +4,642 shares

    0.08% of the 13F portfolio, value $6,829,944.

    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 140,030 shares
    Change vs previous 13F +6,009 shares

    0.1% of the 13F portfolio, value $6,529,598.

    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 134,021 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,368,695.

    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).