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Waverly Advisors, LLC: RSPU position timeline

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

Waverly Advisors, LLC held 12,245 RSPU 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 12,245 shares
    Change vs previous 13F +98 shares

    0.01% of the 13F portfolio, value $993,443.

    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 12,147 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $985,279.

    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 12,450 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $931,016.

    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 12,446 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $954,126.

    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 12,442 shares
    Change vs previous 13F -1,064 shares

    0.01% of the 13F portfolio, value $884,899.

    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 13,506 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $940,673.

    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 13,580 shares
    Change vs previous 13F +2,004 shares

    0.01% of the 13F portfolio, value $892,599.

    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 11,576 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $795,276.

    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).