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Waverly Advisors, LLC: KR position timeline

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

Waverly Advisors, LLC held 126,022 KR 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 126,022 shares
    Change vs previous 13F -4,035 shares

    0.04% of the 13F portfolio, value $6,997,987.

    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 130,057 shares
    Change vs previous 13F +640 shares

    0.07% of the 13F portfolio, value $9,410,912.

    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 129,417 shares
    Change vs previous 13F +19,062 shares

    0.07% of the 13F portfolio, value $8,085,971.

    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 110,355 shares
    Change vs previous 13F +3,985 shares

    0.07% of the 13F portfolio, value $7,439,058.

    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 106,370 shares
    Change vs previous 13F +234 shares

    0.08% of the 13F portfolio, value $7,629,932.

    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 106,136 shares
    Change vs previous 13F +1,447 shares

    0.09% of the 13F portfolio, value $7,184,342.

    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 104,689 shares
    Change vs previous 13F +32,837 shares

    0.1% of the 13F portfolio, value $6,401,725.

    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 71,852 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,117,112.

    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).