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Waverly Advisors, LLC: OEF position timeline

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

Waverly Advisors, LLC held 43,152 OEF 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 43,152 shares
    Change vs previous 13F -195 shares

    0.09% of the 13F portfolio, value $15,788,026.

    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 43,347 shares
    Change vs previous 13F -10,844 shares

    0.1% of the 13F portfolio, value $13,787,114.

    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 54,191 shares
    Change vs previous 13F +10,627 shares

    0.15% of the 13F portfolio, value $18,585,798.

    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 43,564 shares
    Change vs previous 13F -252 shares

    0.14% of the 13F portfolio, value $14,499,683.

    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 43,816 shares
    Change vs previous 13F -92 shares

    0.15% of the 13F portfolio, value $13,335,394.

    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 43,908 shares
    Change vs previous 13F -833 shares

    0.15% of the 13F portfolio, value $11,891,627.

    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 44,741 shares
    Change vs previous 13F +11,001 shares

    0.2% of the 13F portfolio, value $12,923,552.

    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 33,740 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,337,969.

    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).