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Waverly Advisors, LLC: TXN position timeline

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

Waverly Advisors, LLC held 38,967 TXN 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 38,967 shares
    Change vs previous 13F -3,865 shares

    0.07% of the 13F portfolio, value $11,614,939.

    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 42,832 shares
    Change vs previous 13F +8,209 shares

    0.06% of the 13F portfolio, value $8,315,381.

    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 34,623 shares
    Change vs previous 13F +19,527 shares

    0.05% of the 13F portfolio, value $6,006,712.

    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 15,096 shares
    Change vs previous 13F +1,315 shares

    0.03% of the 13F portfolio, value $2,773,581.

    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 13,781 shares
    Change vs previous 13F +769 shares

    0.03% of the 13F portfolio, value $2,861,240.

    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 13,012 shares
    Change vs previous 13F +597 shares

    0.03% of the 13F portfolio, value $2,338,220.

    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 12,415 shares
    Change vs previous 13F +2,645 shares

    0.04% of the 13F portfolio, value $2,327,969.

    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 9,770 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,018,133.

    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).