Skip to content

Waverly Advisors, LLC: TJX position timeline

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

Waverly Advisors, LLC held 65,783 TJX 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 65,783 shares
    Change vs previous 13F -4,869 shares

    0.06% of the 13F portfolio, value $9,966,035.

    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 70,652 shares
    Change vs previous 13F +14,043 shares

    0.08% of the 13F portfolio, value $11,283,109.

    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 56,609 shares
    Change vs previous 13F +10,862 shares

    0.07% of the 13F portfolio, value $8,695,785.

    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 45,747 shares
    Change vs previous 13F +1,830 shares

    0.07% of the 13F portfolio, value $6,612,339.

    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 43,917 shares
    Change vs previous 13F -5,518 shares

    0.06% of the 13F portfolio, value $5,423,259.

    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 49,435 shares
    Change vs previous 13F +25,007 shares

    0.07% of the 13F portfolio, value $6,021,213.

    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 24,428 shares
    Change vs previous 13F +15,937 shares

    0.05% of the 13F portfolio, value $2,951,162.

    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 8,491 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $998,086.

    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).