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Waverly Advisors, LLC: MA position timeline

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

Waverly Advisors, LLC held 19,431 MA 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 19,431 shares
    Change vs previous 13F +2,547 shares

    0.06% of the 13F portfolio, value $9,979,794.

    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 16,884 shares
    Change vs previous 13F +865 shares

    0.06% of the 13F portfolio, value $8,436,229.

    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 16,019 shares
    Change vs previous 13F +1,457 shares

    0.07% of the 13F portfolio, value $9,144,920.

    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 14,562 shares
    Change vs previous 13F +1,308 shares

    0.08% of the 13F portfolio, value $8,283,296.

    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 13,254 shares
    Change vs previous 13F -39 shares

    0.08% of the 13F portfolio, value $7,447,906.

    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 13,293 shares
    Change vs previous 13F +7,617 shares

    0.09% of the 13F portfolio, value $7,286,374.

    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 5,676 shares
    Change vs previous 13F +3,295 shares

    0.05% of the 13F portfolio, value $2,988,576.

    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 2,381 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,175,813.

    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).