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Waverly Advisors, LLC: SPY position timeline

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

Waverly Advisors, LLC held 164,845 SPY 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 164,845 shares
    Change vs previous 13F -18,167 shares

    0.71% of the 13F portfolio, value $123,101,543.

    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 183,012 shares
    Change vs previous 13F +26,313 shares

    0.89% of the 13F portfolio, value $119,020,106.

    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 156,699 shares
    Change vs previous 13F +10,045 shares

    0.87% of the 13F portfolio, value $106,856,403.

    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 146,654 shares
    Change vs previous 13F -2,973 shares

    0.97% of the 13F portfolio, value $97,697,711.

    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 149,627 shares
    Change vs previous 13F -3,734 shares

    1.01% of the 13F portfolio, value $92,446,939.

    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 153,361 shares
    Change vs previous 13F +28,412 shares

    1.05% of the 13F portfolio, value $85,788,680.

    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 124,949 shares
    Change vs previous 13F +20,247 shares

    1.13% of the 13F portfolio, value $73,229,973.

    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 104,702 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $60,073,792.

    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).