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Waverly Advisors, LLC: SPMO position timeline

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

Waverly Advisors, LLC held 44,492 SPMO 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 44,492 shares
    Change vs previous 13F -11,008 shares

    0.04% of the 13F portfolio, value $7,187,282.

    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 55,500 shares
    Change vs previous 13F +7,658 shares

    0.05% of the 13F portfolio, value $6,222,082.

    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 47,842 shares
    Change vs previous 13F +45,774 shares

    0.05% of the 13F portfolio, value $5,708,561.

    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 2,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,402.

    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).