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Waverly Advisors, LLC: SPMB position timeline

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

Waverly Advisors, LLC held 286,215 SPMB 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 286,215 shares
    Change vs previous 13F +75,583 shares

    0.04% of the 13F portfolio, value $6,385,453.

    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 210,632 shares
    Change vs previous 13F +11,437 shares

    0.04% of the 13F portfolio, value $4,716,047.

    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 199,195 shares
    Change vs previous 13F +19,733 shares

    0.04% of the 13F portfolio, value $4,464,959.

    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 179,462 shares
    Change vs previous 13F +15,435 shares

    0.04% of the 13F portfolio, value $4,027,131.

    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 164,027 shares
    Change vs previous 13F +3,732 shares

    0.04% of the 13F portfolio, value $3,625,001.

    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 160,295 shares
    Change vs previous 13F +15,608 shares

    0.04% of the 13F portfolio, value $3,534,502.

    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 144,687 shares
    Change vs previous 13F +11,831 shares

    0.05% of the 13F portfolio, value $3,118,009.

    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 132,856 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,993,251.

    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).