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Disclosery

Waverly Advisors, LLC: USRT position timeline

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

Waverly Advisors, LLC held 63,069 USRT 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 63,069 shares
    Change vs previous 13F +217 shares

    0.02% of the 13F portfolio, value $4,190,940.

    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 62,852 shares
    Change vs previous 13F +746 shares

    0.03% of the 13F portfolio, value $3,720,234.

    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 62,106 shares
    Change vs previous 13F -187 shares

    0.03% of the 13F portfolio, value $3,537,539.

    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 62,293 shares
    Change vs previous 13F +3,249 shares

    0.04% of the 13F portfolio, value $3,657,874.

    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 59,044 shares
    Change vs previous 13F -1,917 shares

    0.04% of the 13F portfolio, value $3,339,543.

    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 60,961 shares
    Change vs previous 13F -1,879 shares

    0.04% of the 13F portfolio, value $3,511,330.

    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 62,840 shares
    Change vs previous 13F -873 shares

    0.06% of the 13F portfolio, value $3,601,371.

    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 63,713 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,922,807.

    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).