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Waverly Advisors, LLC: UCB position timeline

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

Waverly Advisors, LLC held 112,521 UCB 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 112,521 shares
    Change vs previous 13F +273 shares

    0.02% of the 13F portfolio, value $3,948,362.

    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 112,248 shares
    Change vs previous 13F -3,535 shares

    0.03% of the 13F portfolio, value $3,534,689.

    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 115,783 shares
    Change vs previous 13F -1,643 shares

    0.03% of the 13F portfolio, value $3,614,745.

    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 117,426 shares
    Change vs previous 13F -943 shares

    0.04% of the 13F portfolio, value $3,681,305.

    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 118,369 shares
    Change vs previous 13F +173 shares

    0.04% of the 13F portfolio, value $3,526,212.

    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 118,196 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $3,324,853.

    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 118,206 shares
    Change vs previous 13F +61 shares

    0.06% of the 13F portfolio, value $3,819,236.

    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 118,145 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,435,656.

    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).