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Waverly Advisors, LLC: MUNI position timeline

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

Waverly Advisors, LLC held 147,442 MUNI 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 147,442 shares
    Change vs previous 13F +91,494 shares

    0.05% of the 13F portfolio, value $7,755,449.

    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 55,948 shares
    Change vs previous 13F -938 shares

    0.02% of the 13F portfolio, value $2,919,905.

    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 56,886 shares
    Change vs previous 13F +4,057 shares

    0.02% of the 13F portfolio, value $2,981,401.

    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 52,829 shares
    Change vs previous 13F +8,182 shares

    0.03% of the 13F portfolio, value $2,761,879.

    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 44,647 shares
    Change vs previous 13F +3,058 shares

    0.03% of the 13F portfolio, value $2,293,053.

    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 41,589 shares
    Change vs previous 13F +2,063 shares

    0.03% of the 13F portfolio, value $2,143,922.

    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 39,526 shares
    Change vs previous 13F +7,259 shares

    0.03% of the 13F portfolio, value $2,044,698.

    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 32,267 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,709,507.

    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).