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Waverly Advisors, LLC: S position timeline

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

Waverly Advisors, LLC held 32,969 S 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 32,969 shares
    Change vs previous 13F -17,928 shares

    <0.01% of the 13F portfolio, value $559,484.

    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 50,897 shares
    Change vs previous 13F +16,976 shares

    <0.01% of the 13F portfolio, value $655,553.

    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 33,921 shares
    Change vs previous 13F -6,441 shares

    <0.01% of the 13F portfolio, value $508,815.

    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 40,362 shares
    Change vs previous 13F -1,820 shares

    0.01% of the 13F portfolio, value $710,775.

    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 42,182 shares
    Change vs previous 13F -659 shares

    0.01% of the 13F portfolio, value $771,087.

    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 42,841 shares
    Change vs previous 13F -5,939 shares

    0.01% of the 13F portfolio, value $778,849.

    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 48,780 shares
    Change vs previous 13F -3,967 shares

    0.02% of the 13F portfolio, value $1,082,916.

    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 52,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,261,708.

    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).