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Waverly Advisors, LLC: SPHD position timeline

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

Waverly Advisors, LLC held 34,357 SPHD 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 34,357 shares
    Change vs previous 13F -636 shares

    0.01% of the 13F portfolio, value $1,746,691.

    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 34,993 shares
    Change vs previous 13F -428 shares

    0.01% of the 13F portfolio, value $1,736,025.

    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 35,421 shares
    Change vs previous 13F -52,552 shares

    0.01% of the 13F portfolio, value $1,700,206.

    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 87,973 shares
    Change vs previous 13F -4,864 shares

    0.04% of the 13F portfolio, value $4,350,284.

    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 92,837 shares
    Change vs previous 13F +54,163 shares

    0.05% of the 13F portfolio, value $4,415,346.

    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 38,674 shares
    Change vs previous 13F +9,742 shares

    0.02% of the 13F portfolio, value $1,942,605.

    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 28,932 shares
    Change vs previous 13F +2,269 shares

    0.02% of the 13F portfolio, value $1,397,691.

    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 26,663 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,348,333.

    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).