Skip to content
Disclosery

Waverly Advisors, LLC: SAN position timeline

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

Waverly Advisors, LLC held 26,322 SAN 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 26,322 shares
    Change vs previous 13F +2,026 shares

    <0.01% of the 13F portfolio, value $363,242.

    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 24,296 shares
    Change vs previous 13F -3,460 shares

    <0.01% of the 13F portfolio, value $274,058.

    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 27,756 shares
    Change vs previous 13F +12,867 shares

    <0.01% of the 13F portfolio, value $325,576.

    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 14,889 shares
    Change vs previous 13F +1,739 shares

    <0.01% of the 13F portfolio, value $156,035.

    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 13,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,144.

    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).