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Disclosery

Waverly Advisors, LLC: SPDW position timeline

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

Waverly Advisors, LLC held 444,505 SPDW 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 444,505 shares
    Change vs previous 13F -15,307 shares

    0.13% of the 13F portfolio, value $22,398,620.

    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 459,812 shares
    Change vs previous 13F -16,268 shares

    0.16% of the 13F portfolio, value $20,990,427.

    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 476,080 shares
    Change vs previous 13F +40,285 shares

    0.17% of the 13F portfolio, value $21,142,731.

    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 435,795 shares
    Change vs previous 13F +7,375 shares

    0.19% of the 13F portfolio, value $18,647,687.

    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 428,420 shares
    Change vs previous 13F +3,690 shares

    0.19% of the 13F portfolio, value $17,346,744.

    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 424,730 shares
    Change vs previous 13F +20,020 shares

    0.19% of the 13F portfolio, value $15,464,407.

    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 404,710 shares
    Change vs previous 13F +6,065 shares

    0.21% of the 13F portfolio, value $13,812,766.

    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 398,645 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $14,973,093.

    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).