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Waverly Advisors, LLC: KMX position timeline

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

Waverly Advisors, LLC held 14,869 KMX 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 14,869 shares
    Change vs previous 13F -5,765 shares

    <0.01% of the 13F portfolio, value $786,421.

    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 20,634 shares
    Change vs previous 13F +4,344 shares

    0.01% of the 13F portfolio, value $857,962.

    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 16,290 shares
    Change vs previous 13F -477 shares

    0.01% of the 13F portfolio, value $629,429.

    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 16,767 shares
    Change vs previous 13F -1,297 shares

    0.01% of the 13F portfolio, value $752,335.

    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 18,064 shares
    Change vs previous 13F +3,003 shares

    0.01% of the 13F portfolio, value $1,214,081.

    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 15,061 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $1,173,553.

    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 15,091 shares
    Change vs previous 13F +366 shares

    0.02% of the 13F portfolio, value $1,233,840.

    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 14,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,139,421.

    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).