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Waverly Advisors, LLC: TEQI position timeline

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

Waverly Advisors, LLC held 5,989 TEQI 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 5,989 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $301,744.

    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 5,983 shares
    Change vs previous 13F -1,539 shares

    <0.01% of the 13F portfolio, value $269,318.

    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 7,522 shares
    Change vs previous 13F -4,333 shares

    <0.01% of the 13F portfolio, value $339,762.

    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 11,855 shares
    Change vs previous 13F -4,728 shares

    0.01% of the 13F portfolio, value $519,971.

    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 16,583 shares
    Change vs previous 13F +1,964 shares

    0.01% of the 13F portfolio, value $705,441.

    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 14,619 shares
    Change vs previous 13F -1,081 shares

    0.01% of the 13F portfolio, value $612,136.

    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 15,700 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $636,776.

    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 16,602 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $693,447.

    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).