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Waverly Advisors, LLC: SRLN position timeline

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

Waverly Advisors, LLC held 114,675 SRLN 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 114,675 shares
    Change vs previous 13F -2,032 shares

    0.03% of the 13F portfolio, value $4,620,276.

    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 116,707 shares
    Change vs previous 13F +3,126 shares

    0.04% of the 13F portfolio, value $4,684,602.

    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 113,581 shares
    Change vs previous 13F +1,870 shares

    0.04% of the 13F portfolio, value $4,687,493.

    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 111,711 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $4,644,947.

    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 111,707 shares
    Change vs previous 13F +2,569 shares

    0.05% of the 13F portfolio, value $4,645,882.

    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 109,138 shares
    Change vs previous 13F +4,339 shares

    0.05% of the 13F portfolio, value $4,488,856.

    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 104,799 shares
    Change vs previous 13F +7,506 shares

    0.07% of the 13F portfolio, value $4,373,283.

    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 97,293 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,062,967.

    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).