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Waverly Advisors, LLC: MDY position timeline

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

Waverly Advisors, LLC held 14,018 MDY 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 14,018 shares
    Change vs previous 13F +1,893 shares

    0.06% of the 13F portfolio, value $9,859,732.

    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 12,125 shares
    Change vs previous 13F -422 shares

    0.06% of the 13F portfolio, value $7,478,059.

    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 12,547 shares
    Change vs previous 13F +337 shares

    0.06% of the 13F portfolio, value $7,569,575.

    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 12,210 shares
    Change vs previous 13F +520 shares

    0.07% of the 13F portfolio, value $7,277,440.

    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 11,690 shares
    Change vs previous 13F +264 shares

    0.07% of the 13F portfolio, value $6,622,202.

    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 11,426 shares
    Change vs previous 13F +6,262 shares

    0.07% of the 13F portfolio, value $6,095,296.

    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 5,164 shares
    Change vs previous 13F +2,069 shares

    0.05% of the 13F portfolio, value $2,941,544.

    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 3,095 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,763,307.

    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).