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Waverly Advisors, LLC: LDUR position timeline

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

Waverly Advisors, LLC held 7,762 LDUR 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 7,762 shares
    Change vs previous 13F -1,227 shares

    <0.01% of the 13F portfolio, value $742,092.

    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 8,989 shares
    Change vs previous 13F -539 shares

    0.01% of the 13F portfolio, value $861,333.

    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 9,528 shares
    Change vs previous 13F -543 shares

    0.01% of the 13F portfolio, value $914,179.

    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 10,071 shares
    Change vs previous 13F -2,633 shares

    0.01% of the 13F portfolio, value $968,293.

    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 12,704 shares
    Change vs previous 13F -772 shares

    0.01% of the 13F portfolio, value $1,217,382.

    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 13,476 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $1,293,418.

    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 13,449 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,277,490.

    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).