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Waverly Advisors, LLC: V position timeline

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

Waverly Advisors, LLC held 215,041 V 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 215,041 shares
    Change vs previous 13F +69,714 shares

    0.43% of the 13F portfolio, value $73,778,468.

    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 145,327 shares
    Change vs previous 13F +14,287 shares

    0.33% of the 13F portfolio, value $43,923,376.

    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 131,040 shares
    Change vs previous 13F +17,805 shares

    0.37% of the 13F portfolio, value $45,956,822.

    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 113,235 shares
    Change vs previous 13F +88 shares

    0.39% of the 13F portfolio, value $38,656,242.

    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 113,147 shares
    Change vs previous 13F -2,412 shares

    0.44% of the 13F portfolio, value $40,172,946.

    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 115,559 shares
    Change vs previous 13F +55,013 shares

    0.49% of the 13F portfolio, value $40,498,865.

    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 60,546 shares
    Change vs previous 13F +13,786 shares

    0.3% of the 13F portfolio, value $19,134,907.

    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 46,760 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $12,856,639.

    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).