Skip to content
Disclosery

Waverly Advisors, LLC: USTB position timeline

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

Waverly Advisors, LLC held 474,980 USTB 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 474,980 shares
    Change vs previous 13F +23,395 shares

    0.14% of the 13F portfolio, value $24,043,483.

    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 451,585 shares
    Change vs previous 13F +27,171 shares

    0.17% of the 13F portfolio, value $22,841,165.

    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 424,414 shares
    Change vs previous 13F +35,525 shares

    0.17% of the 13F portfolio, value $21,577,225.

    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 388,889 shares
    Change vs previous 13F +32,035 shares

    0.2% of the 13F portfolio, value $19,829,444.

    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 356,854 shares
    Change vs previous 13F +2,264 shares

    0.2% of the 13F portfolio, value $18,135,345.

    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 354,590 shares
    Change vs previous 13F +39,054 shares

    0.22% of the 13F portfolio, value $17,959,982.

    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 315,536 shares
    Change vs previous 13F +34,835 shares

    0.25% of the 13F portfolio, value $15,839,886.

    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 280,701 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $14,262,397.

    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).