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Waverly Advisors, LLC: KHC position timeline

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

Waverly Advisors, LLC held 11,438 KHC 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 11,438 shares
    Change vs previous 13F +433 shares

    <0.01% of the 13F portfolio, value $270,172.

    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 11,005 shares
    Change vs previous 13F -566 shares

    <0.01% of the 13F portfolio, value $247,506.

    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 11,571 shares
    Change vs previous 13F -265 shares

    <0.01% of the 13F portfolio, value $280,585.

    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 11,836 shares
    Change vs previous 13F -1,314 shares

    <0.01% of the 13F portfolio, value $308,209.

    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 13,150 shares
    Change vs previous 13F -3,723 shares

    <0.01% of the 13F portfolio, value $339,540.

    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 16,873 shares
    Change vs previous 13F -13,939 shares

    0.01% of the 13F portfolio, value $513,448.

    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 30,812 shares
    Change vs previous 13F -3,921 shares

    0.01% of the 13F portfolio, value $946,250.

    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 34,733 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,219,486.

    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).