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Waverly Advisors, LLC: SCHA position timeline

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

Waverly Advisors, LLC held 382,496 SCHA 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 382,496 shares
    Change vs previous 13F -25,820 shares

    0.08% of the 13F portfolio, value $13,819,592.

    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 408,316 shares
    Change vs previous 13F -28,138 shares

    0.09% of the 13F portfolio, value $11,873,833.

    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 436,454 shares
    Change vs previous 13F -84,000 shares

    0.1% of the 13F portfolio, value $12,430,237.

    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 520,454 shares
    Change vs previous 13F -32,801 shares

    0.14% of the 13F portfolio, value $14,520,656.

    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 553,255 shares
    Change vs previous 13F -49,355 shares

    0.15% of the 13F portfolio, value $13,997,363.

    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 602,610 shares
    Change vs previous 13F +520,125 shares

    0.17% of the 13F portfolio, value $14,119,149.

    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 82,485 shares
    Change vs previous 13F +29,294 shares

    0.03% of the 13F portfolio, value $2,133,056.

    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 53,191 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,739,359.

    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).