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Waverly Advisors, LLC: LOW position timeline

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

Waverly Advisors, LLC held 40,344 LOW 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 40,344 shares
    Change vs previous 13F +1,383 shares

    0.05% of the 13F portfolio, value $8,895,386.

    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 38,961 shares
    Change vs previous 13F +784 shares

    0.07% of the 13F portfolio, value $9,205,821.

    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 38,177 shares
    Change vs previous 13F +17,005 shares

    0.07% of the 13F portfolio, value $9,206,897.

    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 21,172 shares
    Change vs previous 13F +659 shares

    0.05% of the 13F portfolio, value $5,320,741.

    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 20,513 shares
    Change vs previous 13F +648 shares

    0.05% of the 13F portfolio, value $4,551,204.

    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 19,865 shares
    Change vs previous 13F +1,920 shares

    0.06% of the 13F portfolio, value $4,633,128.

    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 17,945 shares
    Change vs previous 13F -589 shares

    0.07% of the 13F portfolio, value $4,428,945.

    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 18,534 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,019,802.

    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).