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Waverly Advisors, LLC: USFR position timeline

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

Waverly Advisors, LLC held 60,924 USFR 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 60,924 shares
    Change vs previous 13F -4,207 shares

    0.02% of the 13F portfolio, value $3,067,520.

    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 65,131 shares
    Change vs previous 13F -15,814 shares

    0.02% of the 13F portfolio, value $3,278,672.

    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 80,945 shares
    Change vs previous 13F -19,837 shares

    0.03% of the 13F portfolio, value $4,073,138.

    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 100,782 shares
    Change vs previous 13F -16,889 shares

    0.05% of the 13F portfolio, value $5,066,294.

    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 117,671 shares
    Change vs previous 13F -3,359 shares

    0.06% of the 13F portfolio, value $5,920,030.

    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 121,030 shares
    Change vs previous 13F +35,811 shares

    0.07% of the 13F portfolio, value $6,091,459.

    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 85,219 shares
    Change vs previous 13F -15,904 shares

    0.07% of the 13F portfolio, value $4,288,227.

    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 101,123 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,078,409.

    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).