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Waverly Advisors, LLC: NEM position timeline

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

Waverly Advisors, LLC held 74,406 NEM 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 74,406 shares
    Change vs previous 13F -535 shares

    0.04% of the 13F portfolio, value $6,949,553.

    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 74,941 shares
    Change vs previous 13F -3,500 shares

    0.06% of the 13F portfolio, value $8,112,345.

    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 78,441 shares
    Change vs previous 13F +2,063 shares

    0.06% of the 13F portfolio, value $7,832,369.

    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 76,378 shares
    Change vs previous 13F +5,072 shares

    0.06% of the 13F portfolio, value $6,439,407.

    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 71,306 shares
    Change vs previous 13F -226 shares

    0.05% of the 13F portfolio, value $4,154,302.

    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 71,532 shares
    Change vs previous 13F +6,905 shares

    0.04% of the 13F portfolio, value $3,453,579.

    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 64,627 shares
    Change vs previous 13F +7,744 shares

    0.04% of the 13F portfolio, value $2,405,406.

    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 56,883 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,040,374.

    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).