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Waverly Advisors, LLC: QSR position timeline

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

Waverly Advisors, LLC held 47,553 QSR 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 47,553 shares
    Change vs previous 13F +1,162 shares

    0.02% of the 13F portfolio, value $3,448,068.

    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 46,391 shares
    Change vs previous 13F +6,437 shares

    0.03% of the 13F portfolio, value $3,428,295.

    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 39,954 shares
    Change vs previous 13F +4,322 shares

    0.02% of the 13F portfolio, value $2,726,061.

    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 35,632 shares
    Change vs previous 13F +5,334 shares

    0.02% of the 13F portfolio, value $2,285,436.

    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 30,298 shares
    Change vs previous 13F +202 shares

    0.02% of the 13F portfolio, value $2,008,454.

    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 30,096 shares
    Change vs previous 13F +24,490 shares

    0.02% of the 13F portfolio, value $2,005,597.

    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 5,606 shares
    Change vs previous 13F +915 shares

    0.01% of the 13F portfolio, value $365,399.

    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 4,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $338,315.

    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).