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Waverly Advisors, LLC: SPSB position timeline

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

Waverly Advisors, LLC held 812,437 SPSB 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 812,437 shares
    Change vs previous 13F +75,552 shares

    0.14% of the 13F portfolio, value $24,381,238.

    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 736,885 shares
    Change vs previous 13F +2,984 shares

    0.17% of the 13F portfolio, value $22,158,137.

    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 733,901 shares
    Change vs previous 13F +28,597 shares

    0.18% of the 13F portfolio, value $22,163,810.

    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 705,304 shares
    Change vs previous 13F -262,062 shares

    0.21% of the 13F portfolio, value $21,363,666.

    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 967,366 shares
    Change vs previous 13F -466,579 shares

    0.32% of the 13F portfolio, value $29,204,770.

    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 1,433,945 shares
    Change vs previous 13F +876,266 shares

    0.53% of the 13F portfolio, value $43,161,756.

    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 557,679 shares
    Change vs previous 13F +12,431 shares

    0.26% of the 13F portfolio, value $16,652,281.

    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 545,248 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $16,510,114.

    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).