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Waverly Advisors, LLC: ROST position timeline

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

Waverly Advisors, LLC held 5,722 ROST 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 5,722 shares
    Change vs previous 13F +875 shares

    0.01% of the 13F portfolio, value $1,217,927.

    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 4,847 shares
    Change vs previous 13F +476 shares

    0.01% of the 13F portfolio, value $1,050,006.

    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 4,371 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $787,391.

    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 3,916 shares
    Change vs previous 13F +536 shares

    0.01% of the 13F portfolio, value $596,759.

    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 3,380 shares
    Change vs previous 13F +757 shares

    <0.01% of the 13F portfolio, value $431,221.

    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 2,623 shares
    Change vs previous 13F +1,155 shares

    <0.01% of the 13F portfolio, value $335,193.

    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 1,468 shares
    Change vs previous 13F -2,466 shares

    <0.01% of the 13F portfolio, value $222,058.

    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 3,934 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $592,112.

    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).