Waverly Advisors, LLC: MFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waverly Advisors, LLC on MFG, newest first. How the timeline and the estimate are built.
Waverly Advisors, LLC held 25,492 MFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 25,492 sharesChange vs previous 13F +909 shares
<0.01% of the 13F portfolio, value $244,217.
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 24,583 sharesChange vs previous 13F -3,056 shares
<0.01% of the 13F portfolio, value $195,192.
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 27,639 sharesChange vs previous 13F +16,664 shares
<0.01% of the 13F portfolio, value $202,320.
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 10,975 sharesChange vs previous 13F -2,106 shares
<0.01% of the 13F portfolio, value $73,535.
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 13,081 sharesChange vs previous 13F -2,631 shares
<0.01% of the 13F portfolio, value $72,733.
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 15,712 sharesChange vs previous 13F -2,000 shares
<0.01% of the 13F portfolio, value $86,573.
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 17,712 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $86,612.
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).