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Disclosery

Waverly Advisors, LLC: ONEY position timeline

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

Waverly Advisors, LLC held 71,713 ONEY 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 71,713 shares
    Change vs previous 13F +6,059 shares

    0.05% of the 13F portfolio, value $9,186,457.

    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 65,654 shares
    Change vs previous 13F +4,796 shares

    0.06% of the 13F portfolio, value $7,881,752.

    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 60,858 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,911,098.

    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).