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Waverly Advisors, LLC: MMM position timeline

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

Waverly Advisors, LLC held 28,732 MMM 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 28,732 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $4,652,064.

    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 28,723 shares
    Change vs previous 13F -1,102 shares

    0.03% of the 13F portfolio, value $4,171,498.

    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 29,825 shares
    Change vs previous 13F +2,674 shares

    0.04% of the 13F portfolio, value $4,774,967.

    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 27,151 shares
    Change vs previous 13F -723 shares

    0.04% of the 13F portfolio, value $4,213,294.

    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 27,874 shares
    Change vs previous 13F -923 shares

    0.05% of the 13F portfolio, value $4,243,486.

    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 28,797 shares
    Change vs previous 13F +2,354 shares

    0.05% of the 13F portfolio, value $4,229,182.

    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 26,443 shares
    Change vs previous 13F +4,858 shares

    0.05% of the 13F portfolio, value $3,413,529.

    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 21,585 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,950,663.

    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).