Skip to content
Disclosery

Waverly Advisors, LLC: ROP position timeline

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

Waverly Advisors, LLC held 10,865 ROP 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 10,865 shares
    Change vs previous 13F -1,387 shares

    0.02% of the 13F portfolio, value $3,676,710.

    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 12,252 shares
    Change vs previous 13F -1,133 shares

    0.03% of the 13F portfolio, value $4,335,283.

    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 13,385 shares
    Change vs previous 13F -2,886 shares

    0.05% of the 13F portfolio, value $5,958,183.

    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 16,271 shares
    Change vs previous 13F +434 shares

    0.08% of the 13F portfolio, value $8,113,995.

    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 15,837 shares
    Change vs previous 13F +155 shares

    0.1% of the 13F portfolio, value $8,977,182.

    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 15,682 shares
    Change vs previous 13F +11,667 shares

    0.11% of the 13F portfolio, value $9,245,711.

    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 4,015 shares
    Change vs previous 13F +1,613 shares

    0.03% of the 13F portfolio, value $2,087,439.

    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 2,402 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,336,569.

    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).