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Disclosery

Waverly Advisors, LLC: SNPS position timeline

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

Waverly Advisors, LLC held 14,639 SNPS 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 14,639 shares
    Change vs previous 13F +977 shares

    0.04% of the 13F portfolio, value $6,529,884.

    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 13,662 shares
    Change vs previous 13F +306 shares

    0.04% of the 13F portfolio, value $5,416,590.

    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 13,356 shares
    Change vs previous 13F -2,539 shares

    0.05% of the 13F portfolio, value $6,273,490.

    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 15,895 shares
    Change vs previous 13F +9,893 shares

    0.08% of the 13F portfolio, value $7,842,285.

    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 6,002 shares
    Change vs previous 13F +894 shares

    0.03% of the 13F portfolio, value $3,077,105.

    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 5,108 shares
    Change vs previous 13F +798 shares

    0.03% of the 13F portfolio, value $2,190,566.

    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 4,310 shares
    Change vs previous 13F +3,523 shares

    0.03% of the 13F portfolio, value $2,092,005.

    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 787 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $398,636.

    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).