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Waverly Advisors, LLC: SHYD position timeline

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

Waverly Advisors, LLC held 130,349 SHYD 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 130,349 shares
    Change vs previous 13F -11,452 shares

    0.02% of the 13F portfolio, value $2,984,989.

    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 141,801 shares
    Change vs previous 13F +78,255 shares

    0.02% of the 13F portfolio, value $3,213,204.

    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 63,546 shares
    Change vs previous 13F +11,969 shares

    0.01% of the 13F portfolio, value $1,455,836.

    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 51,577 shares
    Change vs previous 13F +2,854 shares

    0.01% of the 13F portfolio, value $1,181,105.

    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 48,723 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $1,100,623.

    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 49,196 shares
    Change vs previous 13F +3,223 shares

    0.01% of the 13F portfolio, value $1,106,415.

    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 45,973 shares
    Change vs previous 13F +9,401 shares

    0.02% of the 13F portfolio, value $1,033,470.

    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 36,572 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $830,916.

    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).