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Waverly Advisors, LLC: USMV position timeline

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

Waverly Advisors, LLC held 58,290 USMV 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 58,290 shares
    Change vs previous 13F -3,518 shares

    0.03% of the 13F portfolio, value $5,622,613.

    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 61,808 shares
    Change vs previous 13F -2,735 shares

    0.04% of the 13F portfolio, value $5,732,030.

    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 64,543 shares
    Change vs previous 13F +34,357 shares

    0.05% of the 13F portfolio, value $6,077,379.

    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 30,186 shares
    Change vs previous 13F -307 shares

    0.03% of the 13F portfolio, value $2,871,887.

    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 30,493 shares
    Change vs previous 13F -2,336 shares

    0.03% of the 13F portfolio, value $2,862,383.

    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 32,829 shares
    Change vs previous 13F -57 shares

    0.04% of the 13F portfolio, value $3,074,751.

    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 32,886 shares
    Change vs previous 13F +10,496 shares

    0.05% of the 13F portfolio, value $2,919,916.

    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 22,390 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,044,430.

    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).