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Waverly Advisors, LLC: VIGI position timeline

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

Waverly Advisors, LLC held 34,324 VIGI 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 34,324 shares
    Change vs previous 13F -1,477 shares

    0.02% of the 13F portfolio, value $3,205,222.

    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 35,801 shares
    Change vs previous 13F -5,253 shares

    0.02% of the 13F portfolio, value $3,166,981.

    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 41,054 shares
    Change vs previous 13F +4,875 shares

    0.03% of the 13F portfolio, value $3,754,417.

    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 36,179 shares
    Change vs previous 13F -835 shares

    0.03% of the 13F portfolio, value $3,240,579.

    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 37,014 shares
    Change vs previous 13F -742 shares

    0.04% of the 13F portfolio, value $3,335,682.

    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 37,756 shares
    Change vs previous 13F -37 shares

    0.04% of the 13F portfolio, value $3,131,497.

    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 37,793 shares
    Change vs previous 13F +951 shares

    0.05% of the 13F portfolio, value $3,023,028.

    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 36,842 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,252,380.

    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).