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Waverly Advisors, LLC: SMMU position timeline

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

Waverly Advisors, LLC held 61,587 SMMU 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 61,587 shares
    Change vs previous 13F +15,149 shares

    0.02% of the 13F portfolio, value $3,110,130.

    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 46,438 shares
    Change vs previous 13F -1,625 shares

    0.02% of the 13F portfolio, value $2,342,807.

    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 48,063 shares
    Change vs previous 13F -253 shares

    0.02% of the 13F portfolio, value $2,423,811.

    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 48,316 shares
    Change vs previous 13F -1,701 shares

    0.02% of the 13F portfolio, value $2,443,351.

    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 50,017 shares
    Change vs previous 13F -3,143 shares

    0.03% of the 13F portfolio, value $2,509,331.

    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 53,160 shares
    Change vs previous 13F +4,118 shares

    0.03% of the 13F portfolio, value $2,659,066.

    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 49,042 shares
    Change vs previous 13F +2,936 shares

    0.04% of the 13F portfolio, value $2,444,234.

    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 46,106 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,328,355.

    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).