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Waverly Advisors, LLC: VEA position timeline

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

Waverly Advisors, LLC held 1,397,237 VEA 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 1,397,237 shares
    Change vs previous 13F -19,700 shares

    0.58% of the 13F portfolio, value $99,553,124.

    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 1,416,937 shares
    Change vs previous 13F -1,374 shares

    0.68% of the 13F portfolio, value $90,797,281.

    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 1,418,311 shares
    Change vs previous 13F +138,785 shares

    0.72% of the 13F portfolio, value $88,601,895.

    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 1,279,526 shares
    Change vs previous 13F -7,652 shares

    0.76% of the 13F portfolio, value $76,669,212.

    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 1,287,178 shares
    Change vs previous 13F -23,084 shares

    0.81% of the 13F portfolio, value $73,382,033.

    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 1,310,262 shares
    Change vs previous 13F +376,727 shares

    0.81% of the 13F portfolio, value $66,600,622.

    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 933,535 shares
    Change vs previous 13F +77,759 shares

    0.69% of the 13F portfolio, value $44,641,649.

    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 855,776 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $45,193,521.

    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).