Skip to content
Disclosery

Waverly Advisors, LLC: PHYS position timeline

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

Waverly Advisors, LLC held 55,097 PHYS 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 55,097 shares
    Change vs previous 13F -128 shares

    0.01% of the 13F portfolio, value $1,662,276.

    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 55,225 shares
    Change vs previous 13F +12,377 shares

    0.01% of the 13F portfolio, value $1,957,174.

    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 42,848 shares
    Change vs previous 13F -9,717 shares

    0.01% of the 13F portfolio, value $1,414,841.

    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 52,565 shares
    Change vs previous 13F +4,925 shares

    0.02% of the 13F portfolio, value $1,556,975.

    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 47,640 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $1,207,674.

    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 47,205 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $1,135,752.

    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 46,855 shares
    Change vs previous 13F +16,076 shares

    0.01% of the 13F portfolio, value $943,660.

    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 30,779 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $627,276.

    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).