Skip to content
Disclosery

Waverly Advisors, LLC: MUB position timeline

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

Waverly Advisors, LLC held 116,781 MUB 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 116,781 shares
    Change vs previous 13F +1,813 shares

    0.07% of the 13F portfolio, value $12,567,929.

    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 114,968 shares
    Change vs previous 13F -2,517 shares

    0.09% of the 13F portfolio, value $12,203,801.

    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 117,485 shares
    Change vs previous 13F -7,168 shares

    0.1% of the 13F portfolio, value $12,583,876.

    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 124,653 shares
    Change vs previous 13F -661 shares

    0.13% of the 13F portfolio, value $13,274,292.

    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 125,314 shares
    Change vs previous 13F +1,508 shares

    0.14% of the 13F portfolio, value $13,092,801.

    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 123,806 shares
    Change vs previous 13F +9,109 shares

    0.16% of the 13F portfolio, value $13,054,122.

    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 114,697 shares
    Change vs previous 13F -486 shares

    0.19% of the 13F portfolio, value $12,220,926.

    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 115,183 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,512,275.

    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).