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Waverly Advisors, LLC: RSF position timeline

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

Waverly Advisors, LLC held 82,542 RSF 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 82,542 shares
    Change vs previous 13F -5,222 shares

    0.01% of the 13F portfolio, value $1,206,765.

    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 87,764 shares
    Change vs previous 13F -4,759 shares

    0.01% of the 13F portfolio, value $1,276,973.

    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 92,523 shares
    Change vs previous 13F -6,891 shares

    0.01% of the 13F portfolio, value $1,328,637.

    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 99,414 shares
    Change vs previous 13F -3,671 shares

    0.01% of the 13F portfolio, value $1,463,378.

    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 103,085 shares
    Change vs previous 13F -11,947 shares

    0.02% of the 13F portfolio, value $1,499,888.

    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 115,032 shares
    Change vs previous 13F -9,605 shares

    0.02% of the 13F portfolio, value $1,749,059.

    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 124,637 shares
    Change vs previous 13F -15,569 shares

    0.03% of the 13F portfolio, value $1,924,366.

    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 140,206 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,157,766.

    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).