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Waverly Advisors, LLC: LYTS position timeline

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

Waverly Advisors, LLC held 106,288 LYTS 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 106,288 shares
    Change vs previous 13F -3,174 shares

    0.02% of the 13F portfolio, value $2,825,135.

    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 109,462 shares
    Change vs previous 13F +381 shares

    0.02% of the 13F portfolio, value $2,035,993.

    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 109,081 shares
    Change vs previous 13F +3,958 shares

    0.02% of the 13F portfolio, value $1,998,364.

    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 105,123 shares
    Change vs previous 13F +2,463 shares

    0.02% of the 13F portfolio, value $2,481,954.

    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 102,660 shares
    Change vs previous 13F -657 shares

    0.02% of the 13F portfolio, value $1,746,247.

    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 103,317 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,756,389.

    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).