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Waverly Advisors, LLC: NOW position timeline

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

Waverly Advisors, LLC held 110,680 NOW 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 110,680 shares
    Change vs previous 13F +748 shares

    0.06% of the 13F portfolio, value $10,988,311.

    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 109,932 shares
    Change vs previous 13F +81,797 shares

    0.09% of the 13F portfolio, value $11,493,391.

    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 28,135 shares
    Change vs previous 13F +25,846 shares

    0.03% of the 13F portfolio, value $4,310,047.

    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 2,289 shares
    Change vs previous 13F -25 shares

    0.02% of the 13F portfolio, value $2,106,521.

    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 2,314 shares
    Change vs previous 13F +244 shares

    0.03% of the 13F portfolio, value $2,378,977.

    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 2,070 shares
    Change vs previous 13F +228 shares

    0.02% of the 13F portfolio, value $1,648,010.

    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 1,842 shares
    Change vs previous 13F +965 shares

    0.03% of the 13F portfolio, value $1,952,741.

    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 877 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $784,380.

    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).