Skip to content
Disclosery

Waverly Advisors, LLC: SPTS position timeline

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

Waverly Advisors, LLC held 257,034 SPTS 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 257,034 shares
    Change vs previous 13F +11,043 shares

    0.04% of the 13F portfolio, value $7,456,562.

    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 245,991 shares
    Change vs previous 13F +12,028 shares

    0.05% of the 13F portfolio, value $7,178,009.

    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 233,963 shares
    Change vs previous 13F +25,334 shares

    0.06% of the 13F portfolio, value $6,850,434.

    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 208,629 shares
    Change vs previous 13F +47,806 shares

    0.06% of the 13F portfolio, value $6,117,017.

    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 160,823 shares
    Change vs previous 13F +6,228 shares

    0.05% of the 13F portfolio, value $4,710,519.

    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 154,595 shares
    Change vs previous 13F +30,847 shares

    0.06% of the 13F portfolio, value $4,520,365.

    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 123,748 shares
    Change vs previous 13F -13,243 shares

    0.06% of the 13F portfolio, value $3,589,929.

    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 136,991 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,028,893.

    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).