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Waverly Advisors, LLC: TCAF position timeline

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

Waverly Advisors, LLC held 223,617 TCAF 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 223,617 shares
    Change vs previous 13F -49,101 shares

    0.05% of the 13F portfolio, value $9,190,662.

    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 272,718 shares
    Change vs previous 13F -27,149 shares

    0.07% of the 13F portfolio, value $9,706,037.

    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 299,867 shares
    Change vs previous 13F +208 shares

    0.09% of the 13F portfolio, value $11,460,932.

    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 299,659 shares
    Change vs previous 13F +39,522 shares

    0.11% of the 13F portfolio, value $11,297,134.

    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 260,137 shares
    Change vs previous 13F +8,873 shares

    0.1% of the 13F portfolio, value $9,177,624.

    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 251,264 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,110,793.

    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).