Skip to content
Disclosery

Waverly Advisors, LLC: SCHV position timeline

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

Waverly Advisors, LLC held 717,101 SCHV 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 717,101 shares
    Change vs previous 13F -1,585 shares

    0.14% of the 13F portfolio, value $24,962,276.

    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 718,686 shares
    Change vs previous 13F +133,303 shares

    0.16% of the 13F portfolio, value $21,919,915.

    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 585,383 shares
    Change vs previous 13F -4,636 shares

    0.14% of the 13F portfolio, value $17,333,182.

    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 590,019 shares
    Change vs previous 13F +8,431 shares

    0.17% of the 13F portfolio, value $17,175,461.

    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 581,588 shares
    Change vs previous 13F +50,108 shares

    0.18% of the 13F portfolio, value $16,092,544.

    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 531,480 shares
    Change vs previous 13F +318,276 shares

    0.17% of the 13F portfolio, value $14,126,740.

    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 213,204 shares
    Change vs previous 13F +145,069 shares

    0.09% of the 13F portfolio, value $5,558,226.

    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 68,135 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,476,003.

    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).