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Waverly Advisors, LLC: QQQ position timeline

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

Waverly Advisors, LLC held 178,557 QQQ 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 178,557 shares
    Change vs previous 13F +66,851 shares

    0.76% of the 13F portfolio, value $131,489,533.

    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 111,706 shares
    Change vs previous 13F +2,907 shares

    0.48% of the 13F portfolio, value $64,474,416.

    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 108,799 shares
    Change vs previous 13F +8,830 shares

    0.54% of the 13F portfolio, value $66,836,175.

    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 99,969 shares
    Change vs previous 13F -2,124 shares

    0.6% of the 13F portfolio, value $60,018,199.

    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 102,093 shares
    Change vs previous 13F +3,920 shares

    0.62% of the 13F portfolio, value $56,318,748.

    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 98,173 shares
    Change vs previous 13F +7,269 shares

    0.56% of the 13F portfolio, value $46,035,166.

    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 90,904 shares
    Change vs previous 13F +8,792 shares

    0.72% of the 13F portfolio, value $46,473,066.

    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 82,112 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $40,076,575.

    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).