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Waverly Advisors, LLC: VGT position timeline

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

Waverly Advisors, LLC held 145,966 VGT 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 145,966 shares
    Change vs previous 13F +132,660 shares

    0.1% of the 13F portfolio, value $17,445,825.

    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 13,306 shares
    Change vs previous 13F +2,690 shares

    0.07% of the 13F portfolio, value $9,283,993.

    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 10,616 shares
    Change vs previous 13F +5,150 shares

    0.06% of the 13F portfolio, value $8,001,733.

    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 5,466 shares
    Change vs previous 13F -24 shares

    0.04% of the 13F portfolio, value $4,080,777.

    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 5,490 shares
    Change vs previous 13F +1,648 shares

    0.04% of the 13F portfolio, value $3,641,080.

    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 3,842 shares
    Change vs previous 13F +394 shares

    0.03% of the 13F portfolio, value $2,083,918.

    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 3,448 shares
    Change vs previous 13F +363 shares

    0.03% of the 13F portfolio, value $2,143,936.

    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 3,085 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,809,163.

    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).