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Waverly Advisors, LLC: STAG position timeline

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

Waverly Advisors, LLC held 138,087 STAG 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 138,087 shares
    Change vs previous 13F +250 shares

    0.03% of the 13F portfolio, value $5,255,578.

    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 137,837 shares
    Change vs previous 13F +1,067 shares

    0.04% of the 13F portfolio, value $4,970,400.

    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 136,770 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,027,666.

    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).