Skip to content
Disclosery

Waverly Advisors, LLC: SONO position timeline

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

Waverly Advisors, LLC held 245,027 SONO 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 245,027 shares
    Change vs previous 13F -3,896 shares

    0.02% of the 13F portfolio, value $3,315,215.

    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 248,923 shares
    Change vs previous 13F +3,391 shares

    0.03% of the 13F portfolio, value $3,335,568.

    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 245,532 shares
    Change vs previous 13F -6,420 shares

    0.03% of the 13F portfolio, value $4,311,542.

    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 251,952 shares
    Change vs previous 13F +45,271 shares

    0.04% of the 13F portfolio, value $3,980,842.

    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 206,681 shares
    Change vs previous 13F -184 shares

    0.02% of the 13F portfolio, value $2,234,222.

    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 206,865 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,207,250.

    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).