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Waverly Advisors, LLC: SHM position timeline

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

Waverly Advisors, LLC held 197,418 SHM 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 197,418 shares
    Change vs previous 13F +18,512 shares

    0.05% of the 13F portfolio, value $9,469,131.

    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 178,906 shares
    Change vs previous 13F +151,617 shares

    0.06% of the 13F portfolio, value $8,557,057.

    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 27,289 shares
    Change vs previous 13F -1,732 shares

    0.01% of the 13F portfolio, value $1,309,617.

    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 29,021 shares
    Change vs previous 13F -1,097 shares

    0.01% of the 13F portfolio, value $1,399,393.

    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 30,118 shares
    Change vs previous 13F -4,245 shares

    0.02% of the 13F portfolio, value $1,440,544.

    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 34,363 shares
    Change vs previous 13F -1,154 shares

    0.02% of the 13F portfolio, value $1,635,679.

    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 35,517 shares
    Change vs previous 13F -489 shares

    0.03% of the 13F portfolio, value $1,683,151.

    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 36,006 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,733,329.

    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).