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Waverly Advisors, LLC: T position timeline

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

Waverly Advisors, LLC held 1,107,515 T 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 1,107,515 shares
    Change vs previous 13F +676,783 shares

    0.13% of the 13F portfolio, value $22,925,571.

    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 430,732 shares
    Change vs previous 13F -32,624 shares

    0.09% of the 13F portfolio, value $12,486,932.

    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 463,356 shares
    Change vs previous 13F +183,977 shares

    0.09% of the 13F portfolio, value $11,509,763.

    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 279,379 shares
    Change vs previous 13F -63,524 shares

    0.08% of the 13F portfolio, value $7,889,675.

    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 342,903 shares
    Change vs previous 13F -15,847 shares

    0.11% of the 13F portfolio, value $9,923,601.

    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 358,750 shares
    Change vs previous 13F +19,739 shares

    0.12% of the 13F portfolio, value $10,145,446.

    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 339,011 shares
    Change vs previous 13F +36,277 shares

    0.12% of the 13F portfolio, value $7,719,287.

    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 302,734 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,660,153.

    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).