Skip to content
Disclosery

Waverly Advisors, LLC: RVT position timeline

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

Waverly Advisors, LLC held 53,079 RVT 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 53,079 shares
    Change vs previous 13F +825 shares

    0.01% of the 13F portfolio, value $980,377.

    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 52,254 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $867,424.

    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 52,399 shares
    Change vs previous 13F +4,343 shares

    0.01% of the 13F portfolio, value $843,631.

    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 48,056 shares
    Change vs previous 13F -327 shares

    0.01% of the 13F portfolio, value $775,150.

    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 48,383 shares
    Change vs previous 13F -3,007 shares

    0.01% of the 13F portfolio, value $728,171.

    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 51,390 shares
    Change vs previous 13F +637 shares

    0.01% of the 13F portfolio, value $731,800.

    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 50,753 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $801,904.

    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).