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Disclosery

Waverly Advisors, LLC: NI position timeline

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

Waverly Advisors, LLC held 69,115 NI 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 69,115 shares
    Change vs previous 13F -9,019 shares

    0.02% of the 13F portfolio, value $3,286,408.

    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 78,134 shares
    Change vs previous 13F -23,493 shares

    0.03% of the 13F portfolio, value $3,645,736.

    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 101,627 shares
    Change vs previous 13F -35,411 shares

    0.03% of the 13F portfolio, value $4,243,956.

    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 137,038 shares
    Change vs previous 13F -74,163 shares

    0.06% of the 13F portfolio, value $5,933,745.

    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 211,201 shares
    Change vs previous 13F +20,378 shares

    0.09% of the 13F portfolio, value $8,519,848.

    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 190,823 shares
    Change vs previous 13F +179,987 shares

    0.09% of the 13F portfolio, value $7,650,094.

    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 10,836 shares
    Change vs previous 13F -752 shares

    0.01% of the 13F portfolio, value $398,331.

    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 11,588 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $401,524.

    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).