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Waverly Advisors, LLC: VCSH position timeline

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

Waverly Advisors, LLC held 442,728 VCSH 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 442,728 shares
    Change vs previous 13F +94,249 shares

    0.2% of the 13F portfolio, value $34,988,825.

    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 348,479 shares
    Change vs previous 13F +9,595 shares

    0.21% of the 13F portfolio, value $27,623,969.

    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 338,884 shares
    Change vs previous 13F -2,133 shares

    0.22% of the 13F portfolio, value $27,019,223.

    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 341,017 shares
    Change vs previous 13F +10,002 shares

    0.27% of the 13F portfolio, value $27,257,474.

    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 331,015 shares
    Change vs previous 13F -19,842 shares

    0.29% of the 13F portfolio, value $26,315,715.

    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 350,857 shares
    Change vs previous 13F +26,413 shares

    0.34% of the 13F portfolio, value $27,696,658.

    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 324,444 shares
    Change vs previous 13F +8,521 shares

    0.39% of the 13F portfolio, value $25,309,896.

    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 315,923 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $25,090,574.

    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).