Skip to content
Disclosery

Waverly Advisors, LLC: VFH position timeline

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

Waverly Advisors, LLC held 34,450 VFH 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 34,450 shares
    Change vs previous 13F +4,795 shares

    0.03% of the 13F portfolio, value $4,533,563.

    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 29,655 shares
    Change vs previous 13F +558 shares

    0.03% of the 13F portfolio, value $3,582,636.

    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 29,097 shares
    Change vs previous 13F +1,890 shares

    0.03% of the 13F portfolio, value $3,884,210.

    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 27,207 shares
    Change vs previous 13F +1,058 shares

    0.04% of the 13F portfolio, value $3,570,659.

    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 26,149 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $3,328,793.

    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 26,049 shares
    Change vs previous 13F +1,975 shares

    0.04% of the 13F portfolio, value $3,112,077.

    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 24,074 shares
    Change vs previous 13F +3,970 shares

    0.04% of the 13F portfolio, value $2,842,428.

    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 20,104 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,209,593.

    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).