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
- period ended2026-06-3013F 10,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,939 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,302 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,171 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,977 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 78,862 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,529 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,161 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).