Skip to content
Disclosery

Waverly Advisors, LLC: SMLV position timeline

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

Waverly Advisors, LLC held 2,784 SMLV 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 2,784 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $438,109.

    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 2,754 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $377,524.

    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 2,540 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $333,124.

    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 2,539 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $329,361.

    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 2,545 shares
    Change vs previous 13F -268 shares

    <0.01% of the 13F portfolio, value $318,446.

    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 2,813 shares
    Change vs previous 13F -1,041 shares

    <0.01% of the 13F portfolio, value $345,637.

    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 3,854 shares
    Change vs previous 13F +586 shares

    0.01% of the 13F portfolio, value $491,964.

    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 3,268 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $405,993.

    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).