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Waverly Advisors, LLC: MBB position timeline

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

Waverly Advisors, LLC held 35,252 MBB 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 35,252 shares
    Change vs previous 13F +15,358 shares

    0.02% of the 13F portfolio, value $3,332,056.

    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 19,894 shares
    Change vs previous 13F -2,105 shares

    0.01% of the 13F portfolio, value $1,888,898.

    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 21,999 shares
    Change vs previous 13F -1,785 shares

    0.02% of the 13F portfolio, value $2,094,807.

    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 23,784 shares
    Change vs previous 13F +3,767 shares

    0.02% of the 13F portfolio, value $2,263,064.

    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 20,017 shares
    Change vs previous 13F +17,451 shares

    0.02% of the 13F portfolio, value $1,879,366.

    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 2,566 shares
    Change vs previous 13F -252 shares

    <0.01% of the 13F portfolio, value $240,610.

    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 2,818 shares
    Change vs previous 13F +666 shares

    <0.01% of the 13F portfolio, value $258,309.

    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 2,152 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,136.

    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).