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Disclosery

Waverly Advisors, LLC: LH position timeline

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

Waverly Advisors, LLC held 3,412 LH 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 3,412 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $955,428.

    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 3,312 shares
    Change vs previous 13F -366 shares

    0.01% of the 13F portfolio, value $883,694.

    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 3,678 shares
    Change vs previous 13F +419 shares

    0.01% of the 13F portfolio, value $922,713.

    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 3,259 shares
    Change vs previous 13F +172 shares

    0.01% of the 13F portfolio, value $935,453.

    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 3,087 shares
    Change vs previous 13F +67 shares

    0.01% of the 13F portfolio, value $810,256.

    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 3,020 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $702,968.

    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 3,202 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $734,330.

    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 3,242 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $724,526.

    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).