Skip to content
Disclosery

Waverly Advisors, LLC: SHY position timeline

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

Waverly Advisors, LLC held 107,804 SHY 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 107,804 shares
    Change vs previous 13F +4,802 shares

    0.05% of the 13F portfolio, value $8,851,801.

    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 103,002 shares
    Change vs previous 13F +33,429 shares

    0.06% of the 13F portfolio, value $8,504,927.

    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 69,573 shares
    Change vs previous 13F -1,840 shares

    0.05% of the 13F portfolio, value $5,762,076.

    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 71,413 shares
    Change vs previous 13F -226 shares

    0.06% of the 13F portfolio, value $5,924,451.

    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 71,639 shares
    Change vs previous 13F -1,114 shares

    0.07% of the 13F portfolio, value $5,936,009.

    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 72,753 shares
    Change vs previous 13F +1,415 shares

    0.07% of the 13F portfolio, value $6,018,844.

    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 71,338 shares
    Change vs previous 13F -10,061 shares

    0.09% of the 13F portfolio, value $5,848,297.

    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 81,399 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,768,355.

    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).