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Waverly Advisors, LLC: VEU position timeline

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

Waverly Advisors, LLC held 1,034,551 VEU 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 1,034,551 shares
    Change vs previous 13F +158,093 shares

    0.5% of the 13F portfolio, value $86,643,685.

    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 876,458 shares
    Change vs previous 13F +35,503 shares

    0.49% of the 13F portfolio, value $65,822,033.

    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 840,955 shares
    Change vs previous 13F +61,800 shares

    0.5% of the 13F portfolio, value $61,860,677.

    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 779,155 shares
    Change vs previous 13F +17,046 shares

    0.55% of the 13F portfolio, value $55,608,307.

    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 762,109 shares
    Change vs previous 13F +19,717 shares

    0.56% of the 13F portfolio, value $51,228,950.

    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 742,392 shares
    Change vs previous 13F +558,883 shares

    0.55% of the 13F portfolio, value $45,033,472.

    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 183,509 shares
    Change vs previous 13F +36,627 shares

    0.16% of the 13F portfolio, value $10,535,224.

    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 146,882 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,253,575.

    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).