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Waverly Advisors, LLC: SPGP position timeline

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

Waverly Advisors, LLC held 12,503 SPGP 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 12,503 shares
    Change vs previous 13F +1,221 shares

    0.01% of the 13F portfolio, value $1,528,949.

    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 11,282 shares
    Change vs previous 13F +147 shares

    0.01% of the 13F portfolio, value $1,214,179.

    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 11,135 shares
    Change vs previous 13F +270 shares

    0.01% of the 13F portfolio, value $1,267,841.

    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 10,865 shares
    Change vs previous 13F +2,229 shares

    0.01% of the 13F portfolio, value $1,234,490.

    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 8,636 shares
    Change vs previous 13F +451 shares

    0.01% of the 13F portfolio, value $930,105.

    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 8,185 shares
    Change vs previous 13F +1,660 shares

    0.01% of the 13F portfolio, value $817,524.

    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 6,525 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $684,346.

    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).