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Waverly Advisors, LLC: SGOV position timeline

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

Waverly Advisors, LLC held 1,464,822 SGOV 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 1,464,822 shares
    Change vs previous 13F -45,664 shares

    0.86% of the 13F portfolio, value $147,463,614.

    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 1,510,486 shares
    Change vs previous 13F +39,429 shares

    1.14% of the 13F portfolio, value $152,045,563.

    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 1,471,057 shares
    Change vs previous 13F -79,766 shares

    1.2% of the 13F portfolio, value $147,664,702.

    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 1,550,823 shares
    Change vs previous 13F +7,109 shares

    1.56% of the 13F portfolio, value $156,167,870.

    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 1,543,714 shares
    Change vs previous 13F +1,094,875 shares

    1.71% of the 13F portfolio, value $155,436,598.

    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 448,839 shares
    Change vs previous 13F +57,096 shares

    0.55% of the 13F portfolio, value $45,184,579.

    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 391,743 shares
    Change vs previous 13F +46,340 shares

    0.61% of the 13F portfolio, value $39,299,708.

    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 345,403 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $34,788,944.

    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).