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Waverly Advisors, LLC: SCHB position timeline

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

Waverly Advisors, LLC held 3,529,934 SCHB 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 3,529,934 shares
    Change vs previous 13F +468,702 shares

    0.59% of the 13F portfolio, value $102,226,882.

    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 3,061,232 shares
    Change vs previous 13F +41,366 shares

    0.58% of the 13F portfolio, value $76,836,911.

    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 3,019,866 shares
    Change vs previous 13F +127,085 shares

    0.64% of the 13F portfolio, value $79,211,086.

    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 2,892,781 shares
    Change vs previous 13F +119,089 shares

    0.74% of the 13F portfolio, value $74,373,400.

    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 2,773,692 shares
    Change vs previous 13F +36,020 shares

    0.73% of the 13F portfolio, value $66,097,091.

    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 2,737,672 shares
    Change vs previous 13F +1,553,773 shares

    0.72% of the 13F portfolio, value $58,942,070.

    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 1,183,899 shares
    Change vs previous 13F +809,962 shares

    0.42% of the 13F portfolio, value $26,874,510.

    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 373,937 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $24,874,280.

    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).