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Waverly Advisors, LLC: LHX position timeline

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

Waverly Advisors, LLC held 20,703 LHX 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 20,703 shares
    Change vs previous 13F +1,002 shares

    0.03% of the 13F portfolio, value $6,016,042.

    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 19,701 shares
    Change vs previous 13F +2,368 shares

    0.05% of the 13F portfolio, value $6,799,888.

    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 17,333 shares
    Change vs previous 13F +2,957 shares

    0.04% of the 13F portfolio, value $5,088,537.

    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 14,376 shares
    Change vs previous 13F -482 shares

    0.04% of the 13F portfolio, value $4,390,519.

    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 14,858 shares
    Change vs previous 13F -792 shares

    0.04% of the 13F portfolio, value $3,727,072.

    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 15,650 shares
    Change vs previous 13F +6,782 shares

    0.04% of the 13F portfolio, value $3,275,649.

    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 8,868 shares
    Change vs previous 13F +4,726 shares

    0.03% of the 13F portfolio, value $1,864,719.

    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 4,142 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $985,293.

    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).