Skip to content
Disclosery

Waverly Advisors, LLC: MU position timeline

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

Waverly Advisors, LLC held 102,693 MU 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 102,693 shares
    Change vs previous 13F -17,722 shares

    0.69% of the 13F portfolio, value $118,537,248.

    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 120,415 shares
    Change vs previous 13F -10,780 shares

    0.31% of the 13F portfolio, value $40,681,023.

    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 131,195 shares
    Change vs previous 13F +67,666 shares

    0.3% of the 13F portfolio, value $37,444,271.

    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 63,529 shares
    Change vs previous 13F +3,924 shares

    0.11% of the 13F portfolio, value $10,629,723.

    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 59,605 shares
    Change vs previous 13F +1,534 shares

    0.08% of the 13F portfolio, value $7,346,305.

    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 58,071 shares
    Change vs previous 13F -4 shares

    0.06% of the 13F portfolio, value $5,045,823.

    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 58,075 shares
    Change vs previous 13F +37,285 shares

    0.08% of the 13F portfolio, value $4,887,577.

    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 20,790 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,156,091.

    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).