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Waverly Advisors, LLC: META position timeline

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

Waverly Advisors, LLC held 96,092 META 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 96,092 shares
    Change vs previous 13F +1,182 shares

    0.31% of the 13F portfolio, value $54,127,917.

    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 94,910 shares
    Change vs previous 13F +35,272 shares

    0.41% of the 13F portfolio, value $54,301,051.

    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 59,638 shares
    Change vs previous 13F +31,710 shares

    0.32% of the 13F portfolio, value $39,366,719.

    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 27,928 shares
    Change vs previous 13F +1,613 shares

    0.2% of the 13F portfolio, value $20,509,787.

    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 26,315 shares
    Change vs previous 13F +1,829 shares

    0.21% of the 13F portfolio, value $19,423,167.

    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 24,486 shares
    Change vs previous 13F +1,659 shares

    0.17% of the 13F portfolio, value $14,112,567.

    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 22,827 shares
    Change vs previous 13F +5,859 shares

    0.21% of the 13F portfolio, value $13,365,725.

    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 16,968 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,712,917.

    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).