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Waverly Advisors, LLC: SCHE position timeline

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

Waverly Advisors, LLC held 1,017,905 SCHE 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 1,017,905 shares
    Change vs previous 13F -25,078 shares

    0.21% of the 13F portfolio, value $36,909,243.

    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 1,042,983 shares
    Change vs previous 13F +536,116 shares

    0.26% of the 13F portfolio, value $34,366,285.

    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 506,867 shares
    Change vs previous 13F -10,144 shares

    0.13% of the 13F portfolio, value $16,599,893.

    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 517,011 shares
    Change vs previous 13F +28,811 shares

    0.17% of the 13F portfolio, value $17,252,646.

    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 488,200 shares
    Change vs previous 13F +1,363 shares

    0.16% of the 13F portfolio, value $14,714,348.

    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 486,837 shares
    Change vs previous 13F +305,545 shares

    0.16% of the 13F portfolio, value $13,422,097.

    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 181,292 shares
    Change vs previous 13F -115,094 shares

    0.07% of the 13F portfolio, value $4,827,798.

    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 296,386 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $8,648,556.

    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).