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Waverly Advisors, LLC: VIG position timeline

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

Waverly Advisors, LLC held 1,371,321 VIG 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 1,371,321 shares
    Change vs previous 13F +117,099 shares

    1.88% of the 13F portfolio, value $324,481,923.

    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 1,254,222 shares
    Change vs previous 13F +37,610 shares

    2.02% of the 13F portfolio, value $269,732,953.

    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 1,216,612 shares
    Change vs previous 13F +284,197 shares

    2.17% of the 13F portfolio, value $267,387,020.

    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 932,415 shares
    Change vs previous 13F +14,950 shares

    2.01% of the 13F portfolio, value $201,205,808.

    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 917,465 shares
    Change vs previous 13F +26,433 shares

    2.06% of the 13F portfolio, value $187,777,598.

    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 891,032 shares
    Change vs previous 13F +50,908 shares

    2.11% of the 13F portfolio, value $172,851,261.

    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 840,124 shares
    Change vs previous 13F +29,720 shares

    2.55% of the 13F portfolio, value $164,521,507.

    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 810,404 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $160,508,583.

    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).