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Waverly Advisors, LLC: RSP position timeline

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

Waverly Advisors, LLC held 456,889 RSP 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 456,889 shares
    Change vs previous 13F -15,713 shares

    0.56% of the 13F portfolio, value $97,212,308.

    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 472,602 shares
    Change vs previous 13F +25,996 shares

    0.68% of the 13F portfolio, value $90,701,865.

    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 446,606 shares
    Change vs previous 13F -48,427 shares

    0.69% of the 13F portfolio, value $85,551,802.

    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 495,033 shares
    Change vs previous 13F -37,795 shares

    0.94% of the 13F portfolio, value $93,907,718.

    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 532,828 shares
    Change vs previous 13F -51,609 shares

    1.06% of the 13F portfolio, value $96,836,147.

    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 584,437 shares
    Change vs previous 13F +14,695 shares

    1.23% of the 13F portfolio, value $101,242,085.

    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 569,742 shares
    Change vs previous 13F +40,880 shares

    1.55% of the 13F portfolio, value $99,835,850.

    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 528,862 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $94,750,846.

    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).