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Waverly Advisors, LLC: SPTL position timeline

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

Waverly Advisors, LLC held 116,512 SPTL 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 116,512 shares
    Change vs previous 13F +34,424 shares

    0.02% of the 13F portfolio, value $3,056,110.

    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 82,088 shares
    Change vs previous 13F +2,393 shares

    0.02% of the 13F portfolio, value $2,158,918.

    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 79,695 shares
    Change vs previous 13F -116,937 shares

    0.02% of the 13F portfolio, value $2,109,535.

    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 196,632 shares
    Change vs previous 13F +16,995 shares

    0.05% of the 13F portfolio, value $5,299,237.

    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 179,637 shares
    Change vs previous 13F +112,929 shares

    0.05% of the 13F portfolio, value $4,774,764.

    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 66,708 shares
    Change vs previous 13F +10,173 shares

    0.02% of the 13F portfolio, value $1,818,473.

    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 56,535 shares
    Change vs previous 13F +6,525 shares

    0.02% of the 13F portfolio, value $1,480,662.

    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 50,010 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,453,796.

    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).