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Waverly Advisors, LLC: MFC position timeline

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

Waverly Advisors, LLC held 93,071 MFC 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 93,071 shares
    Change vs previous 13F -427 shares

    0.02% of the 13F portfolio, value $3,770,323.

    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 93,498 shares
    Change vs previous 13F +409 shares

    0.02% of the 13F portfolio, value $3,220,085.

    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 93,089 shares
    Change vs previous 13F +79,131 shares

    0.03% of the 13F portfolio, value $3,377,283.

    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 13,958 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $434,804.

    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 13,836 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $442,211.

    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 13,951 shares
    Change vs previous 13F +649 shares

    0.01% of the 13F portfolio, value $434,586.

    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 13,302 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $408,517.

    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).