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Waverly Advisors, LLC: VALE position timeline

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

Waverly Advisors, LLC held 253,556 VALE 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 253,556 shares
    Change vs previous 13F -9,126 shares

    0.02% of the 13F portfolio, value $3,813,482.

    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 262,682 shares
    Change vs previous 13F +248,205 shares

    0.03% of the 13F portfolio, value $4,179,271.

    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 14,477 shares
    Change vs previous 13F +1,600 shares

    <0.01% of the 13F portfolio, value $188,635.

    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 12,877 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $139,844.

    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 12,869 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $124,958.

    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 12,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $128,433.

    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).