Skip to content
Disclosery

Waverly Advisors, LLC: SPAB position timeline

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

Waverly Advisors, LLC held 1,199,257 SPAB 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 1,199,257 shares
    Change vs previous 13F +18,591 shares

    0.18% of the 13F portfolio, value $30,605,044.

    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 1,180,666 shares
    Change vs previous 13F -96,814 shares

    0.23% of the 13F portfolio, value $30,248,655.

    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 1,277,480 shares
    Change vs previous 13F -386,853 shares

    0.27% of the 13F portfolio, value $32,895,109.

    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 1,664,333 shares
    Change vs previous 13F +48,201 shares

    0.43% of the 13F portfolio, value $43,023,008.

    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 1,616,132 shares
    Change vs previous 13F +47,013 shares

    0.45% of the 13F portfolio, value $41,372,978.

    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 1,569,119 shares
    Change vs previous 13F +49,092 shares

    0.49% of the 13F portfolio, value $40,075,288.

    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 1,520,027 shares
    Change vs previous 13F -148,778 shares

    0.59% of the 13F portfolio, value $37,985,464.

    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 1,668,805 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $43,622,575.

    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).