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
- period ended2026-06-3013F 133,923 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 140,150 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 142,884 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 141,715 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 141,598 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 144,672 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 140,030 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 134,021 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).