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Waverly Advisors, LLC: MGV position timeline

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

Waverly Advisors, LLC held 145,484 MGV 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 145,484 shares
    Change vs previous 13F +32,081 shares

    0.14% of the 13F portfolio, value $23,779,388.

    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 113,403 shares
    Change vs previous 13F +1,504 shares

    0.12% of the 13F portfolio, value $16,437,714.

    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 111,899 shares
    Change vs previous 13F -461 shares

    0.13% of the 13F portfolio, value $15,795,606.

    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 112,360 shares
    Change vs previous 13F +1,281 shares

    0.15% of the 13F portfolio, value $15,476,519.

    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 111,079 shares
    Change vs previous 13F +1,150 shares

    0.16% of the 13F portfolio, value $14,573,624.

    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 109,929 shares
    Change vs previous 13F +977 shares

    0.17% of the 13F portfolio, value $14,163,310.

    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 108,952 shares
    Change vs previous 13F +104,034 shares

    0.21% of the 13F portfolio, value $13,609,223.

    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 4,918 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $630,906.

    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).