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Waverly Advisors, LLC: SLQD position timeline

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

Waverly Advisors, LLC held 107,010 SLQD 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 107,010 shares
    Change vs previous 13F +309 shares

    0.03% of the 13F portfolio, value $5,390,109.

    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 106,701 shares
    Change vs previous 13F +3,326 shares

    0.04% of the 13F portfolio, value $5,387,334.

    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 103,375 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $5,241,108.

    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 103,258 shares
    Change vs previous 13F +215 shares

    0.05% of the 13F portfolio, value $5,248,581.

    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 103,043 shares
    Change vs previous 13F -725 shares

    0.06% of the 13F portfolio, value $5,212,962.

    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 103,768 shares
    Change vs previous 13F +478 shares

    0.06% of the 13F portfolio, value $5,217,478.

    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 103,290 shares
    Change vs previous 13F +8,258 shares

    0.08% of the 13F portfolio, value $5,137,666.

    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 95,032 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,792,487.

    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).