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Waverly Advisors, LLC: VBK position timeline

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

Waverly Advisors, LLC held 28,266 VBK 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 28,266 shares
    Change vs previous 13F +251 shares

    0.06% of the 13F portfolio, value $10,336,995.

    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 28,015 shares
    Change vs previous 13F -1,152 shares

    0.06% of the 13F portfolio, value $8,467,667.

    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 29,167 shares
    Change vs previous 13F +2,952 shares

    0.07% of the 13F portfolio, value $8,811,705.

    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 26,215 shares
    Change vs previous 13F -223 shares

    0.08% of the 13F portfolio, value $7,802,053.

    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 26,438 shares
    Change vs previous 13F -492 shares

    0.08% of the 13F portfolio, value $7,321,763.

    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 26,930 shares
    Change vs previous 13F -1,487 shares

    0.08% of the 13F portfolio, value $6,780,077.

    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 28,417 shares
    Change vs previous 13F -1,225 shares

    0.12% of the 13F portfolio, value $7,958,591.

    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 29,642 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,925,312.

    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).