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Waverly Advisors, LLC: TFC position timeline

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

Waverly Advisors, LLC held 205,565 TFC 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 205,565 shares
    Change vs previous 13F +9,078 shares

    0.06% of the 13F portfolio, value $10,241,257.

    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 196,487 shares
    Change vs previous 13F +3,928 shares

    0.07% of the 13F portfolio, value $9,032,522.

    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 192,559 shares
    Change vs previous 13F +105,373 shares

    0.08% of the 13F portfolio, value $9,475,818.

    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 87,186 shares
    Change vs previous 13F +649 shares

    0.04% of the 13F portfolio, value $3,986,129.

    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 86,537 shares
    Change vs previous 13F +7,924 shares

    0.04% of the 13F portfolio, value $3,720,246.

    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 78,613 shares
    Change vs previous 13F +419 shares

    0.04% of the 13F portfolio, value $3,234,914.

    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 78,194 shares
    Change vs previous 13F +6,546 shares

    0.05% of the 13F portfolio, value $3,392,047.

    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 71,648 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,064,403.

    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).