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Waverly Advisors, LLC: MINT position timeline

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

Waverly Advisors, LLC held 350,743 MINT 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 350,743 shares
    Change vs previous 13F +90,567 shares

    0.21% of the 13F portfolio, value $35,358,381.

    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 260,176 shares
    Change vs previous 13F -10,134 shares

    0.2% of the 13F portfolio, value $26,165,920.

    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 270,310 shares
    Change vs previous 13F -13,434 shares

    0.22% of the 13F portfolio, value $27,122,868.

    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 283,744 shares
    Change vs previous 13F +12,424 shares

    0.28% of the 13F portfolio, value $28,570,205.

    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 271,320 shares
    Change vs previous 13F +5,796 shares

    0.3% of the 13F portfolio, value $27,277,161.

    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 265,524 shares
    Change vs previous 13F +5,928 shares

    0.33% of the 13F portfolio, value $26,717,074.

    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 259,596 shares
    Change vs previous 13F +21,348 shares

    0.4% of the 13F portfolio, value $26,047,886.

    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 238,248 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $23,989,214.

    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).