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Waverly Advisors, LLC: SPSM position timeline

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

Waverly Advisors, LLC held 123,955 SPSM 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 123,955 shares
    Change vs previous 13F +3,366 shares

    0.04% of the 13F portfolio, value $7,148,481.

    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 120,589 shares
    Change vs previous 13F +7,994 shares

    0.04% of the 13F portfolio, value $5,826,843.

    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 112,595 shares
    Change vs previous 13F +436 shares

    0.04% of the 13F portfolio, value $5,276,186.

    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 112,159 shares
    Change vs previous 13F +3,708 shares

    0.05% of the 13F portfolio, value $5,195,201.

    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 108,451 shares
    Change vs previous 13F -6,664 shares

    0.05% of the 13F portfolio, value $4,620,033.

    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 115,115 shares
    Change vs previous 13F +1,001 shares

    0.06% of the 13F portfolio, value $4,692,095.

    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 114,114 shares
    Change vs previous 13F +7,409 shares

    0.08% of the 13F portfolio, value $5,126,019.

    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 106,705 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,856,157.

    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).