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Waverly Advisors, LLC: MGMT position timeline

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

Waverly Advisors, LLC held 57,215 MGMT 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 57,215 shares
    Change vs previous 13F -2,573 shares

    0.02% of the 13F portfolio, value $2,915,679.

    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 59,788 shares
    Change vs previous 13F -19,217 shares

    0.02% of the 13F portfolio, value $2,697,517.

    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 79,005 shares
    Change vs previous 13F -7,016 shares

    0.03% of the 13F portfolio, value $3,502,313.

    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 86,021 shares
    Change vs previous 13F +864 shares

    0.04% of the 13F portfolio, value $3,789,230.

    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 85,157 shares
    Change vs previous 13F +702 shares

    0.04% of the 13F portfolio, value $3,362,003.

    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 84,455 shares
    Change vs previous 13F +3,046 shares

    0.04% of the 13F portfolio, value $3,259,968.

    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 81,409 shares
    Change vs previous 13F +5,329 shares

    0.05% of the 13F portfolio, value $3,385,385.

    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 76,080 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,930,039.

    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).