Skip to content
Disclosery

Waverly Advisors, LLC: SCHM position timeline

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

Waverly Advisors, LLC held 1,699,550 SCHM 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 1,699,550 shares
    Change vs previous 13F -3,231 shares

    0.36% of the 13F portfolio, value $62,662,420.

    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 1,702,781 shares
    Change vs previous 13F -39,004 shares

    0.4% of the 13F portfolio, value $52,718,109.

    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 1,741,785 shares
    Change vs previous 13F -7,897 shares

    0.42% of the 13F portfolio, value $52,375,484.

    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 1,749,682 shares
    Change vs previous 13F -31,053 shares

    0.52% of the 13F portfolio, value $51,860,563.

    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 1,780,735 shares
    Change vs previous 13F -25,243 shares

    0.55% of the 13F portfolio, value $49,949,625.

    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 1,805,978 shares
    Change vs previous 13F +1,346,564 shares

    0.58% of the 13F portfolio, value $47,316,614.

    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 459,414 shares
    Change vs previous 13F +311,311 shares

    0.2% of the 13F portfolio, value $12,730,351.

    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 148,103 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,305,847.

    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).