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Waverly Advisors, LLC: SPTM position timeline

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

Waverly Advisors, LLC held 272,566 SPTM 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 272,566 shares
    Change vs previous 13F -1,957 shares

    0.14% of the 13F portfolio, value $24,746,303.

    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 274,523 shares
    Change vs previous 13F -44,670 shares

    0.16% of the 13F portfolio, value $21,703,807.

    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 319,193 shares
    Change vs previous 13F +489 shares

    0.21% of the 13F portfolio, value $26,333,420.

    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 318,704 shares
    Change vs previous 13F -30,750 shares

    0.26% of the 13F portfolio, value $25,703,503.

    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 349,454 shares
    Change vs previous 13F -1,796 shares

    0.29% of the 13F portfolio, value $26,170,613.

    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 351,250 shares
    Change vs previous 13F -3,301 shares

    0.29% of the 13F portfolio, value $23,888,531.

    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 354,551 shares
    Change vs previous 13F -10,188 shares

    0.39% of the 13F portfolio, value $25,325,594.

    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 364,739 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $25,553,591.

    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).