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Waverly Advisors, LLC: SLYV position timeline

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

Waverly Advisors, LLC held 230,724 SLYV 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 230,724 shares
    Change vs previous 13F -4,785 shares

    0.15% of the 13F portfolio, value $25,174,302.

    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 235,509 shares
    Change vs previous 13F +190,080 shares

    0.17% of the 13F portfolio, value $22,274,452.

    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 45,429 shares
    Change vs previous 13F -591 shares

    0.03% of the 13F portfolio, value $4,132,637.

    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 46,020 shares
    Change vs previous 13F -3,378 shares

    0.04% of the 13F portfolio, value $4,079,644.

    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 49,398 shares
    Change vs previous 13F -1,574 shares

    0.04% of the 13F portfolio, value $3,939,996.

    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 50,972 shares
    Change vs previous 13F -1,420 shares

    0.05% of the 13F portfolio, value $3,996,243.

    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 52,392 shares
    Change vs previous 13F -3,015 shares

    0.07% of the 13F portfolio, value $4,571,232.

    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 55,407 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,810,399.

    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).