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Waverly Advisors, LLC: QVAL position timeline

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

Waverly Advisors, LLC held 208,210 QVAL 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 208,210 shares
    Change vs previous 13F -539 shares

    0.07% of the 13F portfolio, value $11,545,251.

    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 208,749 shares
    Change vs previous 13F +1,907 shares

    0.08% of the 13F portfolio, value $10,884,488.

    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 206,842 shares
    Change vs previous 13F -4,171 shares

    0.08% of the 13F portfolio, value $10,092,878.

    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 211,013 shares
    Change vs previous 13F -2,209 shares

    0.1% of the 13F portfolio, value $9,843,753.

    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 213,222 shares
    Change vs previous 13F -3,853 shares

    0.1% of the 13F portfolio, value $9,383,882.

    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 217,075 shares
    Change vs previous 13F -957 shares

    0.11% of the 13F portfolio, value $9,258,229.

    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 218,032 shares
    Change vs previous 13F +6,356 shares

    0.15% of the 13F portfolio, value $9,732,952.

    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 211,676 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,765,939.

    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).