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Waverly Advisors, LLC: LLY position timeline

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

Waverly Advisors, LLC held 97,676 LLY 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 97,676 shares
    Change vs previous 13F +36,298 shares

    0.68% of the 13F portfolio, value $117,155,031.

    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 61,378 shares
    Change vs previous 13F +3,240 shares

    0.42% of the 13F portfolio, value $56,453,372.

    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 58,138 shares
    Change vs previous 13F +7,052 shares

    0.51% of the 13F portfolio, value $62,479,611.

    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 51,086 shares
    Change vs previous 13F +7,109 shares

    0.39% of the 13F portfolio, value $38,978,595.

    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 43,977 shares
    Change vs previous 13F +7,174 shares

    0.38% of the 13F portfolio, value $34,281,655.

    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 36,803 shares
    Change vs previous 13F +4,787 shares

    0.37% of the 13F portfolio, value $30,395,907.

    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 32,016 shares
    Change vs previous 13F +14,676 shares

    0.38% of the 13F portfolio, value $24,716,014.

    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 17,340 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $15,362,636.

    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).