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Waverly Advisors, LLC: VB position timeline

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

Waverly Advisors, LLC held 127,397 VB 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 127,397 shares
    Change vs previous 13F +702 shares

    0.22% of the 13F portfolio, value $38,616,700.

    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 126,695 shares
    Change vs previous 13F +1,495 shares

    0.25% of the 13F portfolio, value $33,183,868.

    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 125,200 shares
    Change vs previous 13F +80,999 shares

    0.26% of the 13F portfolio, value $32,295,351.

    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 44,201 shares
    Change vs previous 13F +1,004 shares

    0.11% of the 13F portfolio, value $11,239,391.

    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 43,197 shares
    Change vs previous 13F +1,366 shares

    0.11% of the 13F portfolio, value $10,236,740.

    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 41,831 shares
    Change vs previous 13F +6,285 shares

    0.11% of the 13F portfolio, value $9,275,982.

    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 35,546 shares
    Change vs previous 13F +754 shares

    0.13% of the 13F portfolio, value $8,540,962.

    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 34,792 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,252,899.

    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).