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Waverly Advisors, LLC: O position timeline

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

Waverly Advisors, LLC held 52,743 O 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 52,743 shares
    Change vs previous 13F +7,629 shares

    0.02% of the 13F portfolio, value $3,267,941.

    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 45,114 shares
    Change vs previous 13F +4,133 shares

    0.02% of the 13F portfolio, value $2,760,085.

    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 40,981 shares
    Change vs previous 13F +5,328 shares

    0.02% of the 13F portfolio, value $2,310,102.

    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 35,653 shares
    Change vs previous 13F +1,730 shares

    0.02% of the 13F portfolio, value $2,167,372.

    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 33,923 shares
    Change vs previous 13F +5,699 shares

    0.02% of the 13F portfolio, value $1,954,285.

    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 28,224 shares
    Change vs previous 13F +379 shares

    0.02% of the 13F portfolio, value $1,637,261.

    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 27,845 shares
    Change vs previous 13F +5,774 shares

    0.02% of the 13F portfolio, value $1,487,211.

    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 22,071 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,399,735.

    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).