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Waverly Advisors, LLC: QQQM position timeline

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

Waverly Advisors, LLC held 171,271 QQQM 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 171,271 shares
    Change vs previous 13F +139,923 shares

    0.3% of the 13F portfolio, value $51,889,977.

    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 31,348 shares
    Change vs previous 13F -2,972 shares

    0.06% of the 13F portfolio, value $7,448,880.

    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 34,320 shares
    Change vs previous 13F +2,650 shares

    0.07% of the 13F portfolio, value $8,680,225.

    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 31,670 shares
    Change vs previous 13F +3,202 shares

    0.08% of the 13F portfolio, value $7,826,405.

    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 28,468 shares
    Change vs previous 13F +5,602 shares

    0.07% of the 13F portfolio, value $6,464,987.

    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 22,866 shares
    Change vs previous 13F +5,333 shares

    0.05% of the 13F portfolio, value $4,413,643.

    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 17,533 shares
    Change vs previous 13F +12,917 shares

    0.06% of the 13F portfolio, value $3,689,819.

    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 4,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $927,198.

    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).