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Waverly Advisors, LLC: UAA position timeline

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

Waverly Advisors, LLC held 27,213 UAA 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 27,213 shares
    Change vs previous 13F -2,680 shares

    <0.01% of the 13F portfolio, value $173,891.

    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 29,893 shares
    Change vs previous 13F -739 shares

    <0.01% of the 13F portfolio, value $176,668.

    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 30,632 shares
    Change vs previous 13F +4,970 shares

    <0.01% of the 13F portfolio, value $152,241.

    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 25,662 shares
    Change vs previous 13F +748 shares

    <0.01% of the 13F portfolio, value $128,053.

    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 24,914 shares
    Change vs previous 13F +7,764 shares

    <0.01% of the 13F portfolio, value $170,163.

    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 17,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $107,188.

    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).