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Waverly Advisors, LLC: SFBS position timeline

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

Waverly Advisors, LLC held 136,457 SFBS 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 136,457 shares
    Change vs previous 13F +28 shares

    0.07% of the 13F portfolio, value $11,837,609.

    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 136,429 shares
    Change vs previous 13F -23,351 shares

    0.07% of the 13F portfolio, value $9,936,153.

    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 159,780 shares
    Change vs previous 13F +2,863 shares

    0.09% of the 13F portfolio, value $11,470,564.

    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 156,917 shares
    Change vs previous 13F -1,378 shares

    0.13% of the 13F portfolio, value $12,636,550.

    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 158,295 shares
    Change vs previous 13F +12,263 shares

    0.13% of the 13F portfolio, value $12,269,466.

    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 146,032 shares
    Change vs previous 13F -716 shares

    0.15% of the 13F portfolio, value $12,062,261.

    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 146,748 shares
    Change vs previous 13F +1,493 shares

    0.19% of the 13F portfolio, value $12,435,463.

    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 145,255 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,685,787.

    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).