Skip to content
Disclosery

Waverly Advisors, LLC: REGN position timeline

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

Waverly Advisors, LLC held 5,584 REGN 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 5,584 shares
    Change vs previous 13F -311 shares

    0.02% of the 13F portfolio, value $3,481,861.

    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 5,895 shares
    Change vs previous 13F +3,250 shares

    0.03% of the 13F portfolio, value $4,555,058.

    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 2,645 shares
    Change vs previous 13F +776 shares

    0.02% of the 13F portfolio, value $2,041,666.

    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 1,869 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $1,050,883.

    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 1,348 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $707,700.

    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 1,426 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $904,412.

    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 1,280 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $911,782.

    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 1,041 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,094,341.

    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).