Skip to content
Disclosery

Waverly Advisors, LLC: MO position timeline

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

Waverly Advisors, LLC held 111,031 MO 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 111,031 shares
    Change vs previous 13F +15,894 shares

    0.05% of the 13F portfolio, value $7,988,669.

    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 95,137 shares
    Change vs previous 13F +16,877 shares

    0.05% of the 13F portfolio, value $6,278,065.

    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 78,260 shares
    Change vs previous 13F +20,226 shares

    0.04% of the 13F portfolio, value $4,512,480.

    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 58,034 shares
    Change vs previous 13F +3,779 shares

    0.04% of the 13F portfolio, value $3,833,716.

    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 54,255 shares
    Change vs previous 13F +1,605 shares

    0.03% of the 13F portfolio, value $3,180,995.

    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 52,650 shares
    Change vs previous 13F +8,804 shares

    0.04% of the 13F portfolio, value $3,160,048.

    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 43,846 shares
    Change vs previous 13F +4,992 shares

    0.04% of the 13F portfolio, value $2,292,686.

    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 38,854 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,983,122.

    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).