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Waverly Advisors, LLC: KVUE position timeline

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

Waverly Advisors, LLC held 12,911 KVUE 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 12,911 shares
    Change vs previous 13F -1,188 shares

    <0.01% of the 13F portfolio, value $246,726.

    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 14,099 shares
    Change vs previous 13F +1,904 shares

    <0.01% of the 13F portfolio, value $243,065.

    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 12,195 shares
    Change vs previous 13F -301 shares

    <0.01% of the 13F portfolio, value $210,360.

    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 12,496 shares
    Change vs previous 13F -3,805 shares

    <0.01% of the 13F portfolio, value $202,807.

    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 16,301 shares
    Change vs previous 13F -1,029 shares

    <0.01% of the 13F portfolio, value $341,171.

    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 17,330 shares
    Change vs previous 13F -1,206 shares

    0.01% of the 13F portfolio, value $415,584.

    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 18,536 shares
    Change vs previous 13F +8,209 shares

    0.01% of the 13F portfolio, value $395,743.

    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 10,327 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,864.

    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).