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Waverly Advisors, LLC: SCHP position timeline

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

Waverly Advisors, LLC held 187,465 SCHP 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 187,465 shares
    Change vs previous 13F -5,670 shares

    0.03% of the 13F portfolio, value $4,967,819.

    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 193,135 shares
    Change vs previous 13F -2,043 shares

    0.04% of the 13F portfolio, value $5,139,318.

    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 195,178 shares
    Change vs previous 13F +3,881 shares

    0.04% of the 13F portfolio, value $5,170,267.

    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 191,297 shares
    Change vs previous 13F -5,571 shares

    0.05% of the 13F portfolio, value $5,155,452.

    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 196,868 shares
    Change vs previous 13F -4,108 shares

    0.06% of the 13F portfolio, value $5,252,427.

    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 200,976 shares
    Change vs previous 13F +148,680 shares

    0.07% of the 13F portfolio, value $5,404,238.

    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 52,296 shares
    Change vs previous 13F +9,641 shares

    0.02% of the 13F portfolio, value $1,350,818.

    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 42,655 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,287,589.

    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).