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Waverly Advisors, LLC: SPYI position timeline

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

Waverly Advisors, LLC held 97,716 SPYI 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 97,716 shares
    Change vs previous 13F -7,778 shares

    0.03% of the 13F portfolio, value $5,187,729.

    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 105,494 shares
    Change vs previous 13F +29,929 shares

    0.04% of the 13F portfolio, value $5,208,222.

    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 75,565 shares
    Change vs previous 13F +4,455 shares

    0.03% of the 13F portfolio, value $3,969,405.

    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 71,110 shares
    Change vs previous 13F +1,548 shares

    0.04% of the 13F portfolio, value $3,719,058.

    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 69,562 shares
    Change vs previous 13F +4,552 shares

    0.04% of the 13F portfolio, value $3,500,370.

    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 65,010 shares
    Change vs previous 13F +13,814 shares

    0.04% of the 13F portfolio, value $3,113,345.

    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 51,196 shares
    Change vs previous 13F +6,211 shares

    0.04% of the 13F portfolio, value $2,601,760.

    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 44,985 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,304,586.

    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).