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Waverly Advisors, LLC: SUB position timeline

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

Waverly Advisors, LLC held 57,827 SUB 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 57,827 shares
    Change vs previous 13F +2,245 shares

    0.04% of the 13F portfolio, value $6,156,896.

    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 55,582 shares
    Change vs previous 13F +3,896 shares

    0.04% of the 13F portfolio, value $5,919,530.

    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 51,686 shares
    Change vs previous 13F +898 shares

    0.04% of the 13F portfolio, value $5,514,922.

    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 50,788 shares
    Change vs previous 13F -456 shares

    0.05% of the 13F portfolio, value $5,423,106.

    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 51,244 shares
    Change vs previous 13F -407 shares

    0.06% of the 13F portfolio, value $5,449,292.

    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 51,651 shares
    Change vs previous 13F -1,858 shares

    0.07% of the 13F portfolio, value $5,454,297.

    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 53,509 shares
    Change vs previous 13F +1,601 shares

    0.09% of the 13F portfolio, value $5,644,142.

    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 51,908 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,512,111.

    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).