Skip to content

Waverly Advisors, LLC: MAS position timeline

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

Waverly Advisors, LLC held 10,169 MAS 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 10,169 shares
    Change vs previous 13F +230 shares

    <0.01% of the 13F portfolio, value $827,452.

    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 9,939 shares
    Change vs previous 13F -363 shares

    <0.01% of the 13F portfolio, value $600,018.

    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 10,302 shares
    Change vs previous 13F +131 shares

    0.01% of the 13F portfolio, value $653,764.

    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 10,171 shares
    Change vs previous 13F -806 shares

    0.01% of the 13F portfolio, value $715,937.

    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 10,977 shares
    Change vs previous 13F -67,885 shares

    0.01% of the 13F portfolio, value $706,480.

    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 78,862 shares
    Change vs previous 13F +70,333 shares

    0.07% of the 13F portfolio, value $5,484,064.

    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 8,529 shares
    Change vs previous 13F +1,368 shares

    0.01% of the 13F portfolio, value $618,950.

    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 7,161 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $601,094.

    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).