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Waverly Advisors, LLC: TRMK position timeline

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

Waverly Advisors, LLC held 39,645 TRMK 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 39,645 shares
    Change vs previous 13F +3,555 shares

    0.01% of the 13F portfolio, value $1,824,067.

    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 36,090 shares
    Change vs previous 13F +79 shares

    0.01% of the 13F portfolio, value $1,520,833.

    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 36,011 shares
    Change vs previous 13F +416 shares

    0.01% of the 13F portfolio, value $1,402,629.

    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 35,595 shares
    Change vs previous 13F +353 shares

    0.01% of the 13F portfolio, value $1,409,562.

    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 35,242 shares
    Change vs previous 13F +210 shares

    0.01% of the 13F portfolio, value $1,284,924.

    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 35,032 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $1,208,254.

    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 35,019 shares
    Change vs previous 13F +4,121 shares

    0.02% of the 13F portfolio, value $1,238,622.

    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 30,898 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $983,175.

    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).