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Waverly Advisors, LLC: SPMD position timeline

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

Waverly Advisors, LLC held 478,595 SPMD 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 478,595 shares
    Change vs previous 13F +11,543 shares

    0.19% of the 13F portfolio, value $32,333,889.

    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 467,052 shares
    Change vs previous 13F +51,578 shares

    0.21% of the 13F portfolio, value $27,658,807.

    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 415,474 shares
    Change vs previous 13F +58,834 shares

    0.19% of the 13F portfolio, value $24,060,060.

    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 356,640 shares
    Change vs previous 13F +2,098 shares

    0.2% of the 13F portfolio, value $20,396,257.

    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 354,542 shares
    Change vs previous 13F +17,215 shares

    0.21% of the 13F portfolio, value $19,280,013.

    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 337,327 shares
    Change vs previous 13F +35,233 shares

    0.21% of the 13F portfolio, value $17,264,397.

    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 302,094 shares
    Change vs previous 13F +12,329 shares

    0.26% of the 13F portfolio, value $16,521,502.

    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 289,765 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $15,844,371.

    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).