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Waverly Advisors, LLC: SPYV position timeline

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

Waverly Advisors, LLC held 996,736 SPYV 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 996,736 shares
    Change vs previous 13F +151,023 shares

    0.35% of the 13F portfolio, value $60,591,610.

    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 845,713 shares
    Change vs previous 13F +42,071 shares

    0.36% of the 13F portfolio, value $47,850,462.

    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 803,642 shares
    Change vs previous 13F +235,699 shares

    0.37% of the 13F portfolio, value $45,654,872.

    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 567,943 shares
    Change vs previous 13F +38,169 shares

    0.31% of the 13F portfolio, value $31,424,272.

    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 529,774 shares
    Change vs previous 13F +14,129 shares

    0.3% of the 13F portfolio, value $27,728,357.

    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 515,645 shares
    Change vs previous 13F +22,331 shares

    0.32% of the 13F portfolio, value $26,333,974.

    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 493,314 shares
    Change vs previous 13F +52,098 shares

    0.39% of the 13F portfolio, value $25,228,066.

    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 441,216 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $23,322,671.

    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).