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Waverly Advisors, LLC: STE position timeline

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

Waverly Advisors, LLC held 32,456 STE 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 32,456 shares
    Change vs previous 13F -2,332 shares

    0.04% of the 13F portfolio, value $6,834,365.

    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 34,788 shares
    Change vs previous 13F -1,873 shares

    0.06% of the 13F portfolio, value $7,692,678.

    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 36,661 shares
    Change vs previous 13F +8,809 shares

    0.08% of the 13F portfolio, value $9,294,210.

    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 27,852 shares
    Change vs previous 13F +2,382 shares

    0.07% of the 13F portfolio, value $6,891,699.

    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 25,470 shares
    Change vs previous 13F +1,841 shares

    0.07% of the 13F portfolio, value $6,118,403.

    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 23,629 shares
    Change vs previous 13F +21,607 shares

    0.07% of the 13F portfolio, value $5,355,513.

    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 2,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,642.

    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).