Skip to content
Disclosery

Waverly Advisors, LLC: KRE position timeline

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

Waverly Advisors, LLC held 11,066 KRE 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 11,066 shares
    Change vs previous 13F -74,659 shares

    <0.01% of the 13F portfolio, value $828,325.

    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 85,725 shares
    Change vs previous 13F +77,006 shares

    0.04% of the 13F portfolio, value $5,584,990.

    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 8,719 shares
    Change vs previous 13F -646 shares

    <0.01% of the 13F portfolio, value $565,063.

    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 9,365 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $592,809.

    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 8,844 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $525,271.

    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 8,927 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $507,474.

    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 8,926 shares
    Change vs previous 13F +909 shares

    0.01% of the 13F portfolio, value $538,676.

    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 8,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $453,771.

    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).