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Waverly Advisors, LLC: NEAR position timeline

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

Waverly Advisors, LLC held 293,880 NEAR 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 293,880 shares
    Change vs previous 13F -4,926 shares

    0.09% of the 13F portfolio, value $14,887,976.

    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 298,806 shares
    Change vs previous 13F +39,462 shares

    0.11% of the 13F portfolio, value $15,189,829.

    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 259,344 shares
    Change vs previous 13F +16,090 shares

    0.11% of the 13F portfolio, value $13,252,483.

    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 243,254 shares
    Change vs previous 13F +134,502 shares

    0.12% of the 13F portfolio, value $12,474,049.

    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 108,752 shares
    Change vs previous 13F +2,943 shares

    0.06% of the 13F portfolio, value $5,557,220.

    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 105,809 shares
    Change vs previous 13F -1,384 shares

    0.07% of the 13F portfolio, value $5,382,524.

    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 107,193 shares
    Change vs previous 13F -2,637 shares

    0.08% of the 13F portfolio, value $5,413,239.

    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 109,830 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,627,715.

    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).