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Waverly Advisors, LLC: SBUX position timeline

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

Waverly Advisors, LLC held 240,127 SBUX 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 240,127 shares
    Change vs previous 13F -8,082 shares

    0.14% of the 13F portfolio, value $24,538,628.

    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 248,209 shares
    Change vs previous 13F -12,300 shares

    0.17% of the 13F portfolio, value $22,237,017.

    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 260,509 shares
    Change vs previous 13F +128,083 shares

    0.18% of the 13F portfolio, value $21,937,502.

    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 132,426 shares
    Change vs previous 13F -1,672 shares

    0.11% of the 13F portfolio, value $11,203,204.

    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 134,098 shares
    Change vs previous 13F +997 shares

    0.13% of the 13F portfolio, value $12,287,379.

    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 133,101 shares
    Change vs previous 13F +37,875 shares

    0.16% of the 13F portfolio, value $13,055,915.

    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 95,226 shares
    Change vs previous 13F +1,461 shares

    0.13% of the 13F portfolio, value $8,689,336.

    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 93,765 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,141,163.

    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).