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Waverly Advisors, LLC: SCHR position timeline

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

Waverly Advisors, LLC held 842,589 SCHR 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 842,589 shares
    Change vs previous 13F +47,684 shares

    0.12% of the 13F portfolio, value $20,778,252.

    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 794,905 shares
    Change vs previous 13F +736,844 shares

    0.15% of the 13F portfolio, value $19,801,096.

    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 58,061 shares
    Change vs previous 13F -9,850 shares

    0.01% of the 13F portfolio, value $1,456,149.

    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 67,911 shares
    Change vs previous 13F +1,558 shares

    0.02% of the 13F portfolio, value $1,706,599.

    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 66,353 shares
    Change vs previous 13F -4,528 shares

    0.02% of the 13F portfolio, value $1,660,827.

    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 70,881 shares
    Change vs previous 13F +2,550 shares

    0.02% of the 13F portfolio, value $1,762,114.

    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 68,331 shares
    Change vs previous 13F +18,098 shares

    0.03% of the 13F portfolio, value $1,659,752.

    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 50,233 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,541,806.

    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).