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Waverly Advisors, LLC: TLT position timeline

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

Waverly Advisors, LLC held 36,173 TLT 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 36,173 shares
    Change vs previous 13F +10,009 shares

    0.02% of the 13F portfolio, value $3,126,078.

    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 26,164 shares
    Change vs previous 13F -1,502 shares

    0.02% of the 13F portfolio, value $2,268,183.

    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 27,666 shares
    Change vs previous 13F -752 shares

    0.02% of the 13F portfolio, value $2,411,393.

    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 28,418 shares
    Change vs previous 13F -47,717 shares

    0.03% of the 13F portfolio, value $2,539,686.

    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 76,135 shares
    Change vs previous 13F -1,837 shares

    0.07% of the 13F portfolio, value $6,718,922.

    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 77,972 shares
    Change vs previous 13F -17,045 shares

    0.09% of the 13F portfolio, value $7,097,823.

    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 95,017 shares
    Change vs previous 13F +14,666 shares

    0.13% of the 13F portfolio, value $8,297,821.

    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 80,351 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,882,465.

    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).