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Waverly Advisors, LLC: SPIB position timeline

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

Waverly Advisors, LLC held 5,749,007 SPIB 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 5,749,007 shares
    Change vs previous 13F +353,295 shares

    1.12% of the 13F portfolio, value $192,361,790.

    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 5,395,712 shares
    Change vs previous 13F +315,291 shares

    1.36% of the 13F portfolio, value $180,972,188.

    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 5,080,421 shares
    Change vs previous 13F +484,033 shares

    1.39% of the 13F portfolio, value $171,769,037.

    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 4,596,388 shares
    Change vs previous 13F +581,247 shares

    1.55% of the 13F portfolio, value $155,771,605.

    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 4,015,141 shares
    Change vs previous 13F +115,454 shares

    1.48% of the 13F portfolio, value $134,828,449.

    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 3,899,687 shares
    Change vs previous 13F +3,477,294 shares

    1.58% of the 13F portfolio, value $129,625,588.

    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 422,393 shares
    Change vs previous 13F +23,849 shares

    0.21% of the 13F portfolio, value $13,837,599.

    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 398,544 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,434,926.

    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).