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Waverly Advisors, LLC: VDC position timeline

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

Waverly Advisors, LLC held 61,849 VDC 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 61,849 shares
    Change vs previous 13F -1,514 shares

    0.08% of the 13F portfolio, value $13,946,243.

    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 63,363 shares
    Change vs previous 13F -1,192 shares

    0.11% of the 13F portfolio, value $14,230,735.

    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 64,555 shares
    Change vs previous 13F -3,909 shares

    0.11% of the 13F portfolio, value $13,636,545.

    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 68,464 shares
    Change vs previous 13F +279 shares

    0.15% of the 13F portfolio, value $14,632,773.

    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 68,185 shares
    Change vs previous 13F -4,080 shares

    0.16% of the 13F portfolio, value $14,932,435.

    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 72,265 shares
    Change vs previous 13F -9,237 shares

    0.19% of the 13F portfolio, value $15,812,941.

    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 81,502 shares
    Change vs previous 13F -732 shares

    0.27% of the 13F portfolio, value $17,227,955.

    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 82,234 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $17,966,563.

    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).