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Waverly Advisors, LLC: NUE position timeline

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

Waverly Advisors, LLC held 67,411 NUE 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 67,411 shares
    Change vs previous 13F -10,405 shares

    0.09% of the 13F portfolio, value $15,015,735.

    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 77,816 shares
    Change vs previous 13F -828 shares

    0.1% of the 13F portfolio, value $13,158,601.

    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 78,644 shares
    Change vs previous 13F -312 shares

    0.1% of the 13F portfolio, value $12,827,636.

    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 78,956 shares
    Change vs previous 13F -136 shares

    0.11% of the 13F portfolio, value $10,692,965.

    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 79,092 shares
    Change vs previous 13F +7,914 shares

    0.11% of the 13F portfolio, value $10,245,604.

    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 71,178 shares
    Change vs previous 13F +5,413 shares

    0.1% of the 13F portfolio, value $8,565,534.

    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 65,765 shares
    Change vs previous 13F +363 shares

    0.12% of the 13F portfolio, value $7,675,376.

    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 65,402 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,832,598.

    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).