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Disclosery

Waverly Advisors, LLC: MAR position timeline

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

Waverly Advisors, LLC held 9,101 MAR 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 9,101 shares
    Change vs previous 13F +906 shares

    0.02% of the 13F portfolio, value $3,372,806.

    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 8,195 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $2,680,233.

    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 8,242 shares
    Change vs previous 13F -596 shares

    0.02% of the 13F portfolio, value $2,557,124.

    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 8,838 shares
    Change vs previous 13F +1,159 shares

    0.02% of the 13F portfolio, value $2,301,716.

    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 7,679 shares
    Change vs previous 13F -519 shares

    0.02% of the 13F portfolio, value $2,097,992.

    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 8,198 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $1,952,840.

    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 7,942 shares
    Change vs previous 13F +2,813 shares

    0.03% of the 13F portfolio, value $2,215,386.

    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 5,129 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,275,036.

    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).