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Disclosery

Waverly Advisors, LLC: PR position timeline

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

Waverly Advisors, LLC held 22,439 PR 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 22,439 shares
    Change vs previous 13F +4,021 shares

    <0.01% of the 13F portfolio, value $413,095.

    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 18,418 shares
    Change vs previous 13F -9,741 shares

    <0.01% of the 13F portfolio, value $392,664.

    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 28,159 shares
    Change vs previous 13F +416 shares

    <0.01% of the 13F portfolio, value $395,065.

    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 27,743 shares
    Change vs previous 13F -404 shares

    <0.01% of the 13F portfolio, value $355,106.

    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 28,147 shares
    Change vs previous 13F -2,497 shares

    <0.01% of the 13F portfolio, value $383,361.

    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 30,644 shares
    Change vs previous 13F +5,937 shares

    0.01% of the 13F portfolio, value $424,417.

    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 24,707 shares
    Change vs previous 13F +3,344 shares

    0.01% of the 13F portfolio, value $355,280.

    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 21,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $290,752.

    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).