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Disclosery

Waverly Advisors, LLC: SYY position timeline

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

Waverly Advisors, LLC held 19,164 SYY 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 19,164 shares
    Change vs previous 13F -293 shares

    0.01% of the 13F portfolio, value $1,601,686.

    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 19,457 shares
    Change vs previous 13F -84 shares

    0.01% of the 13F portfolio, value $1,387,894.

    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 19,541 shares
    Change vs previous 13F +2,851 shares

    0.01% of the 13F portfolio, value $1,439,940.

    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 16,690 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $1,374,239.

    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 16,860 shares
    Change vs previous 13F -124,734 shares

    0.01% of the 13F portfolio, value $1,276,945.

    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 141,594 shares
    Change vs previous 13F +132,070 shares

    0.13% of the 13F portfolio, value $10,625,180.

    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 9,524 shares
    Change vs previous 13F +1,932 shares

    0.01% of the 13F portfolio, value $728,178.

    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 7,592 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $592,613.

    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).