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Waverly Advisors, LLC: TFLO position timeline

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

Waverly Advisors, LLC held 185,230 TFLO 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 185,230 shares
    Change vs previous 13F +1,907 shares

    0.05% of the 13F portfolio, value $9,378,188.

    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 183,323 shares
    Change vs previous 13F -39,767 shares

    0.07% of the 13F portfolio, value $9,281,659.

    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 223,090 shares
    Change vs previous 13F -47,170 shares

    0.09% of the 13F portfolio, value $11,257,139.

    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 270,260 shares
    Change vs previous 13F -49,458 shares

    0.14% of the 13F portfolio, value $13,672,455.

    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 319,718 shares
    Change vs previous 13F -10,197 shares

    0.18% of the 13F portfolio, value $16,193,738.

    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 329,915 shares
    Change vs previous 13F +270,783 shares

    0.2% of the 13F portfolio, value $16,713,517.

    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 59,132 shares
    Change vs previous 13F +10,201 shares

    0.05% of the 13F portfolio, value $2,984,383.

    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 48,931 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,475,927.

    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).