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Waverly Advisors, LLC: SPEM position timeline

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

Waverly Advisors, LLC held 249,966 SPEM 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 249,966 shares
    Change vs previous 13F +14,763 shares

    0.08% of the 13F portfolio, value $12,943,235.

    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 235,203 shares
    Change vs previous 13F +17,759 shares

    0.08% of the 13F portfolio, value $11,033,356.

    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 217,444 shares
    Change vs previous 13F +37,837 shares

    0.08% of the 13F portfolio, value $10,178,566.

    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 179,607 shares
    Change vs previous 13F +19,247 shares

    0.08% of the 13F portfolio, value $8,407,411.

    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 160,360 shares
    Change vs previous 13F +6,078 shares

    0.08% of the 13F portfolio, value $6,853,793.

    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 154,282 shares
    Change vs previous 13F +10,053 shares

    0.07% of the 13F portfolio, value $6,074,074.

    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 144,229 shares
    Change vs previous 13F +2,371 shares

    0.09% of the 13F portfolio, value $5,534,063.

    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 141,858 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,855,883.

    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).