Skip to content
Disclosery

Waverly Advisors, LLC: UBS position timeline

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

Waverly Advisors, LLC held 17,093 UBS 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 17,093 shares
    Change vs previous 13F +803 shares

    <0.01% of the 13F portfolio, value $847,129.

    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 16,290 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $636,450.

    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 16,348 shares
    Change vs previous 13F +671 shares

    0.01% of the 13F portfolio, value $757,076.

    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 15,677 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $642,757.

    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 15,564 shares
    Change vs previous 13F -1,306 shares

    0.01% of the 13F portfolio, value $526,374.

    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 16,870 shares
    Change vs previous 13F -750 shares

    0.01% of the 13F portfolio, value $516,728.

    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 17,620 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $534,238.

    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).